SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Psi Advisors, LLC
Tampa, FL
CRD 285880
Firm filing updated September 18, 2026 ·
- $800.9MAssets
- 12Advisory staff
- 3,237Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,141
- High net worth individuals563
- Corporations or other businesses22
- Pension and profit sharing plans15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,141 | $289.8 million |
| High net worth individuals | 563 | $467.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $8.1 million |
| Charitable organizations | Fewer than 5 clients | $413,319 |
| Corporations or other businesses not listed above | 22 | $35.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$800.9 million
- Accounts3,237
- DiscretionaryAll accounts
People
- Employees22
- Advisory staff12
- Broker-dealer reps7
- Licensed insurance agents8
- Planning clients1,500
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 285880, SEC file 801-108813.
- Registered with the SEC as an investment advisor (status date on record: January 3, 2017).
Is Psi Advisors, LLC a fiduciary?
Short answer: Psi Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 7 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
8 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.