# Alonso Rodriguez Segarra

> Alonso Rodriguez Segarra is a fee-only financial advisor at Advise Financial in Boca Raton, Florida, who holds the CFP credential. Alonso Rodriguez charges hourly fees and an ongoing planning fee (ongoing planning from $4,788 a year and $300 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/alonso-rodriguez-segarra/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Advise Financial
- **Based in:** Boca Raton, Florida
- **Fee model:** Hourly; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,788 a year; $300 an hour
- **Works virtually:** Yes (firm's website)
- **Languages:** Spanish
- **Assets under management (firm):** $42.4M across 323 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Early-career professionals
- **Firm size:** 1 employee
- **Website:** https://advise-financial.com

## Frequently asked questions

### Is Alonso Rodriguez Segarra a fee-only financial advisor?

Yes. Alonso Rodriguez Segarra is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Alonso Rodriguez Segarra charge for financial advice?

Alonso Rodriguez Segarra charges hourly fees and an ongoing planning fee.

### How much does Alonso Rodriguez Segarra charge?

According to Advise Financial's website, checked October 28, 2026: ongoing planning from $4,788 a year; $300 an hour.

### Does Alonso Rodriguez Segarra work with clients virtually?

Yes. Advise Financial says on its website that it works with clients remotely.

### What languages does Alonso Rodriguez Segarra work in?

Besides English, Advise Financial offers service in Spanish, according to its website.

### Where is Alonso Rodriguez Segarra based?

Alonso Rodriguez Segarra is based in Boca Raton, Florida.

### What does Alonso Rodriguez Segarra specialize in?

Alonso Rodriguez Segarra's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Alonso Rodriguez works with retirees and early-career professionals.

### What credentials does Alonso Rodriguez Segarra hold?

Alonso Rodriguez Segarra holds the CFP credential.

### 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 Rodriguez Segarra's website, advise-financial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alonso-rodriguez-segarra-18557): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://advise-financial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.