W.h. Financial Services, INC.

Financial planning in Stuart, FL

State registeredNo commissions reported

Call (772) 233-4437 Send a message Map ↗

Public-record details

Address: 850 Nw Federal Hwy, Ste. 152, Stuart, FL 34994
Phone: (772) 233-4437
Listed under: Financial planning, Flat / fixed fees
CRD number: 287703
Registration: State registered: FL
Compensation (Form ADV 5.E): Fixed fees; Other (Shares in 3rd Party Advisory Fees/portfolio Analysis (MRI) Fee)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D): 46
Individual / high-net-worth clients: 44 / 2
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-05

State registered (FL) investment adviser, CRD 287703, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 287703 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Stuart

Anchor Financial Services, CPA, PA955 Se Federal Highway, Suite 102 · Stuart, FL 34994 · (772) 287-8964 · % of assets managedCRD 147408 · % of assets · $12.8 million AUMState registeredNo commissions reported Aurapoint Capital Management, LLC789 Sw Federal Hwy, Ste 201 · Stuart, FL 34994 · (561) 331-2109 · % of assets managedCRD 339820 · % of assets, Performance-based feesState registeredNo commissions reported Davies Wealth Management LLC684 Se Monterey Road · Stuart, FL 34994 · (954) 353-6198 · Financial planningCRD 151098 · % of assets · $18.4 million AUMState registeredNo commissions reported Financial Planning Professionals, INC.759 Sw Federal Highway, 200e · Stuart, FL 34994 · (772) 229-9003 · Financial planningCRD 125319 · % of assets, Hourly charges, Fixed fees · $36.4 million AUMState registeredNo commissions reported Fogel Capital Management INC453 Riverside Drive · Stuart, FL 34994 · (772) 223-9686 · % of assets managedCRD 108212 · % of assets · $436.7 million AUMSEC registeredNo commissions reported Index Portfolio Advisors, LLC759 Sw Federal Highway, Suite 315 · Stuart, FL 34994 · (772) 220-1100 · Financial planningCRD 171324 · % of assets · $13.2 million AUMState registeredNo commissions reported Integritt Wealth Management, LLC50 Se Ocean Blvd., Suite 204 · Stuart, FL 34994 · (772) 266-2160 · % of assets managedCRD 171817 · % of assets · $67.3 million AUMState registeredNo commissions reported Mindie Molina Investments, LLC2081 Se Ocean Blvd, Suite 301 · Stuart, FL 34996 · (561) 729-2778 · Financial planningCRD 323378 · % of assets · $6.0 million AUMState registeredNo commissions reported

All 14 in Stuart →