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.
- $4,788
- Ongoing planning, per year, from
- $300
- Hourly rate
- $42M
- Firm assets managed
- $131,000
- Firm's average account
What Alonso Rodriguez focuses on
Who Alonso Rodriguez works with
- Retirees
- Early-career professionals
How does Alonso Rodriguez's firm compare?
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Ongoing planning starts at $4,788 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
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The hourly rate is $300, in line with the Florida median of $300 for fee-only firms that publish prices.
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Advise Financial's average account is about $131,000, from its Form ADV (assets managed divided by 323 accounts).
Questions about Alonso Rodriguez
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Languages | Spanish |
| Assets under management | $42.4M across 323 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | advise-financial.com |
| Profile |
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Other fee-only advisors in Boca Raton
Other advisors in Florida who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advise Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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