Legal Information
Florida Wealth Advisors, LLC, provides Investment Advisory Services as a Florida Registered Investment Advisor firm. It’s principal advisor is Tony Kendzior, CLU, ChFC, and is located in Gainesville, FL.
The following four documents can be downloaded and printed:
Florida Wealth Advisors Disclosure Statement (PDF 250KB)
This document describes in narrative form the required information all clients should have about Florida Wealth Advisors, LLC.
Florida Wealth Advisors Service Agreement (PDF 430KB)
This document establishes the legal relationship between Florida Wealth Advisors and our clients.
Florida Wealth Advisors Fact Finder (PDF 550KB)
This document allows a prospective client to summarize their circumstances in advance.
Florida Wealth Advisors Privacy Notifaction (PDF 127KB)
This document outlines our policy regarding private information about our clients.