---
title: Mozella Asset Management | Wealth Management & Financial Planning, FL
description: Mozella Asset Management, Wealth Management firm offers Wealth Management, Financial and Insurance Planning, and Investment Counseling.
image: https://www.mozellaassetmanagement.com/hubfs/mozella-share-image-1200x630.png
---
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##### Custom-Tailored Wealth Management for Every Stage of Life
Personalized investment strategies, private market access, and a dedicated investment advisor for the journey ahead.
[Request an Appointment](https://meetings-na2.hubspot.com/jhenrich/meeting)
### No Commissioned Investment Products
No proprietary products or sales quotas. Advice is built around your goals.
### Fiduciary Commitment
As a fiduciary, Mozella is required to act in your best interest when giving investment advice.
### Personal, Responsive Service
High-touch, dedicated service, with a partner on your financial journey.
### What our clients say
Reviews are from current clients of Mozella Asset Management, who were not compensated for them. Reviews may not represent the experience of other clients and are not a guarantee of future performance or success.
# Personalized service for what matters most.
# Choose a time for a complimentary investment strategy session.
[Schedule a call today!](https://meetings-na2.hubspot.com/jhenrich/meeting?uuid=947eaece-9d4f-437b-9ae9-8408c5dd55be)
[Risk Assessment Test](https://www.mozellaassetmanagement.com/risk-assessment?hsLang=en)
### Families & Individuals
### Retirement Planning
Consolidate old 401(k)s and other retirement accounts into a personalized investment strategy built around your goals.
### Insurance Planning
Planning for today, tomorrow, and someday, with referrals to licensed insurance partners to help protect the assets you've worked hard to build.
### Diversified Asset Classes
Diversification across asset classes, which may include direct rental real estate, can help manage volatility. Diversification does not guarantee a profit or protect against loss.
### Advice Not Tied to One Product
Your advice isn't limited to a cookie-cutter model or any single product line.
### Businesses
### Group Insurance & Benefits
Referrals to licensed insurance partners for group health, life, and disability coverage to help attract and retain your team. Mozella may receive a referral fee.
### Corporate Investment Consulting
Guidance on managing company reserves and aligning investment strategy with your business's cash flow needs.
### Employer Retirement Plan Management
Help selecting, setting up, and overseeing 401(k), SEP, SIMPLE IRA, and other employee retirement plans, working with a third-party administrator where needed.
### Business Sale & 1031 Exchange Planning
Help coordinating 1031 exchanges on real estate holdings and investing the proceeds of a business sale, working alongside your CPA, attorney, and qualified intermediary.
### High Net Worth & Family Offices
### Options Strategies
Select options strategies that may be used to manage risk or generate income. Options involve risk and are not suitable for every investor.
### Private Market Alternatives
Access to private equity, venture capital, and private real estate funds as part of a disciplined allocation. These investments are illiquid, carry higher risk, and are generally limited to accredited or qualified investors.
### Dedicated Advisor
As a boutique firm, Mozella keeps its client base small so you get the attention you need.
### Fiduciary Alignment
As a fiduciary, Mozella aligns its advice with your values and needs and is required to put your interests first.
###### We do not provide tax or legal advice. We work with a limited number of clients.
##### Let's schedule an introductory, no-obligation call.
[Request a Meeting](https://meetings-na2.hubspot.com/jhenrich/meeting)
### Trusted Custodians
### Managed Portfolios
### Capital Appreciation
### Cashflow & Yield
### Growth & Income
### Capital Preservation
[Learn more](https://www.mozellaassetmanagement.com/portfolio-management?hsLang=en)
## Third Party Managers
Professionally managed model portfolios from institutional managers, often without the high minimums these managers have traditionally required.
## Private Market Alternatives
Where appropriate, alternative investments can be added to your portfolio for broader diversification and professional management. Alternatives carry additional risks, including illiquidity, and are not suitable for every investor.
## Insurance Partners
Mozella refers clients to licensed insurance partners for coverage that fits their plan. Mozella may receive a referral fee for these referrals, which creates a conflict of interest. Details are in Form ADV Part 2A.
## Insights
What is financial planning?
**Financial planning** is the process of building a comprehensive roadmap for your money to achieve your short- and long-term life goals. Rather than focusing on investments alone, it looks at your total financial picture—including budgeting, saving, debt management, taxes, insurance, and retirement strategy.
What fees do I pay?
The fee schedule is transparent. Standalone financial planning and consulting is available at $150 per hour, and it is included at no extra cost when Mozella manages your assets. The standard asset management fee is 1.5% per year for assets under $1 million, with tiered discounts as your portfolio grows. Mozella may also receive referral fees when it refers you to insurance partners. See Form ADV Part 2A for full details.
Are there any upfront fees?
There are no upfront fees. The expectation is a relationship that lasts decades. Because fees are based on assets managed, Mozella does better when your portfolio does better.
What makes Mozella different?
Mozella integrates environmental and social impact considerations into its research while seeking competitive risk-adjusted returns. Portfolios are actively managed and adjusted as markets change. Through the Charles Schwab platform, you can also access alternative investments that may add diversification across asset classes. Alternatives carry additional risks, including illiquidity, and are not suitable for every investor.
Who are your clients?
Individuals, families, and business owners looking for a fiduciary steward of their capital, with guidance across portfolio management, business and group planning, insurance planning, and overall wealth management.
What should I expect as a client?
You'll have a dedicated investment counselor available during office hours to answer your questions, quarterly check-ins, regular updates, and outreach whenever something needs your attention.
## About Mozella Asset Management
Mozella Asset Management is located in sunny Saint Petersburg, Florida, at First Central Tower, 360 Central Ave, 8th Floor, Saint Petersburg, FL 33701.
We'd love to hear from you. Feel free to call!
[Click Here for Directions](https://www.google.com/maps/dir//Mozella+Asset+Management,+360+Central+Ave+Ste+800,+St.+Petersburg,+FL+33701/@27.7941426,-82.7856937,15z/data=!4m8!4m7!1m0!1m5!1m1!1s0x871952db3a8da75:0x96c83474edfa7bc8!2m2!1d-82.6379506!2d27.7707813?entry=ttu&g_ep=EgoyMDI2MDcyMC4wIKXMDSoASAFQAw%3D%3D)
At Mozella Asset Management, the mission is to help protect you from fraud, avoidable losses, and poor investment choices through rigorous research, careful analysis, and a disciplined portfolio policy. Rather than relying on surface-level ETFs and mutual funds, the goal is for you to truly know what you own. Guided by socially responsible investing and strict ethical standards, you get transparent **fees** and regular updates on your holdings, investment strategies, and portfolio policies.
## Have Questions?
[Request Appointment Today!](https://meetings-na2.hubspot.com/jhenrich/meeting?uuid=947eaece-9d4f-437b-9ae9-8408c5dd55be)
### Contact us for more information
[mailto:info@mozellaAM.com](mailto:info@mozellaAM.com)
[.png?width=1536&height=1024&name=20250909_1300_Color%20Scheme%20Change_remix_01k4qpkyv9etbs9pfxe7aaq78w%20(1).png)](https://www.mozellaassetmanagement.com/?hsLang=en)
Investment advisory services are offered through Mozella Asset Management, LLC, a state-registered investment adviser. Registration does not imply a certain level of skill or training. Client assets are held by Charles Schwab & Co., Inc. and Interactive Brokers LLC, members FINRA/SIPC, which are not affiliated with Mozella Asset Management, LLC. © Mozella Asset Management, LLC. All rights reserved. [www.MozellaAssetManagement.com](https://www.MozellaAssetManagement.com)
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
© 2026 Mozella Asset Management. All rights reserved.
[Privacy Policy](https://www.home.mozellaassetmanagement.com/privacy-policy)[ADV Part 2A](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=983645)