Disclosures.

InsuraWealth, LLC is a registered investment adviser. Registration with state securities authorities does not imply a certain level of skill or training, nor does it imply endorsement by any regulatory authority.

Information about InsuraWealth, including our Form ADV Part 2A (firm brochure), Part 2B (brochure supplement), and Form CRS (Client Relationship Summary), is publicly available through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov/firm/summary/284628.

As a registered investment adviser, InsuraWealth is held to a fiduciary standard. This means we are legally and ethically obligated to act in the best interest of our clients, to disclose material conflicts of interest, and to place client interests ahead of our own.

InsuraWealth is fee-only, meaning we are compensated solely by the fees clients pay us directly for advisory services. We do not accept commissions, referral fees, kickbacks, 12b-1 fees, revenue-sharing arrangements, or any other form of third-party compensation related to the products or services we recommend. Our complete fee schedule is published on our pricing page and detailed in our Form ADV Part 2A.

InsuraWealth provides financial planning, investment management, protection planning (insurance review and gap analysis), and tax-aware portfolio optimization. We do not custody client assets; client funds are held with independent qualified custodians. Investment advisory services are provided pursuant to a written advisory agreement that governs the scope of services, fees, and obligations of both parties.

InsuraWealth offers advisory services in the State of Florida and in other jurisdictions where exempted from registration or otherwise authorized to provide advisory services. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by InsuraWealth in the rendering of personalized investment advice for compensation will not be made without first complying with that jurisdiction's requirements or pursuant to an applicable state exemption.

Where we reference industry-average advisory fees on our website (such as on the pricing page), figures are sourced from publicly available third-party reports including U.S. News & World Report, NerdWallet, and Kitces Research. Industry averages reflect a snapshot of broad survey data and may not represent the experience of any particular client or advisor. Comparisons reflect fee differences only and do not account for differences in service scope, investment performance, account types, underlying fund expenses, custodian fees, or other variables that may affect total cost or value to a client.

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No representation is made that any client will or is likely to achieve results comparable to those discussed on this website.

This website may include information sourced from third parties, including studies, reports, and articles. While we believe such information to be reliable, we do not warrant its accuracy or completeness. Links to third-party websites are provided for convenience; InsuraWealth is not responsible for the content of external sites.

All material conflicts of interest are disclosed in our Form ADV Part 2A. As a fee-only adviser, our principal compensation comes from advisory fees paid by clients. Our advisory fees are based on assets under management, which means our fees increase as client assets grow.

Compliance or disclosure-related questions can be directed to us through our contact page. Please indicate “Compliance Inquiry” in your message.

InsuraWealth, LLC
Tampa, Florida