Raymond James Financial Services Advisors
42yrs
Top advisor by experience in Merritt Island
24yrs
Stephen Podnos has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Merritt Island, Florida. Stephen joined Wealth Care in 2003, a firm offering financial planning, investment management, and retirement plan consulting. Wealth Care reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 40 advisors with offices in Merritt Island, and one of 38 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
OfficeMerritt Island, FL
FirmWealth Care
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.01 million
Advisors at the firm3
States licensed ?2 states
Services through Wealth Care
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2003 – nowWealth Care LLCCurrent firm
Contact Stephen
(321) 543-1099Wealth Care main office Merritt Island, FLOffice · Get directions Firm websitewww.wealthcarellc.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Wealth Care at (321) 543-1099 and ask for Stephen Podnos. Stephen works from the Merritt Island, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Wealth Care reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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