Alonso Rodriguez Segarra
Advise Financial · Boca Raton, Florida
Alonso Rodriguez Segarra is a fee-only financial advisor at Advise Financial in Boca Raton, Florida, who holds the CFP credential. Advise Financial reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Advise Financial |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $42.4M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NJ, TX, VA · CRD 6594218 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/up2date-micro-podcast-financiero-advise-financial/id1553513736 |
How Alonso's firm compares
- Advise Financial's average account is about $131,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Alonso
Is Alonso Rodriguez Segarra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alonso holds no broker registration, and Advise Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alonso charge for financial advice?
Alonso's firm, Advise Financial, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Alonso Rodriguez Segarra based?
Alonso Rodriguez Segarra is based in Boca Raton, Florida.
What credentials does Alonso Rodriguez Segarra hold?
Alonso Rodriguez Segarra holds the CFP credential.
Is Alonso Rodriguez Segarra registered with the SEC?
Yes. Alonso Rodriguez Segarra is registered as an investment adviser representative in CA, FL, NJ, TX and VA (CRD 6594218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advise Financial manage?
Advise Financial reports $42.4M across 323 accounts in assets under management.
How do I contact Alonso Rodriguez Segarra?
Through Alonso's website, podcasts.apple.com/us/podcast/up2date-micro-podcast-financiero-advise-financial/id1553513736.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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