Arthur Flores
Flores Wealth Planning, LLC · New York, New York
Arthur Flores is a fee-only financial advisor at Flores Wealth Planning, LLC in New York, New York, who holds the CFP credential. Arthur charges hourly fees, a flat fee or retainer, an ongoing planning fee, a percentage of assets and a one-time planning fee (one-time plans from $2,500 and a $250,000 asset minimum).
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Facts
| Firm | Flores Wealth Planning, LLC |
|---|---|
| Based in | New York, New York |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee · Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.0M across 9 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2495459 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | floresfinancialplanning.com |
| Profile |
How Arthur's firm compares
- A one-time plan starts at $2,500, in line with the New York median of $2,500 for fee-only firms that publish prices.
- Flores Wealth Planning, LLC's average account is about $330,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Arthur
Is Arthur Flores a fee-only financial advisor?
Yes. Arthur Flores is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Arthur's firm.
How does Arthur charge for financial advice?
Arthur charges hourly fees, a flat fee or retainer, an ongoing planning fee, a percentage of assets and a one-time planning fee.
How much does Arthur charge?
According to Flores Wealth Planning, LLC's website, checked October 28, 2026: one-time plans from $2,500; a $250,000 asset minimum.
Does Arthur work with clients virtually?
Yes. Flores Wealth Planning, LLC says on its website that it works with clients remotely.
Where is Arthur Flores based?
Arthur Flores is based in New York, New York.
What credentials does Arthur Flores hold?
Arthur Flores holds the CFP credential.
Is Arthur Flores registered with the SEC?
Yes. Arthur Flores is registered as an investment adviser representative in NY (CRD 2495459), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flores Wealth Planning, LLC manage?
Flores Wealth Planning, LLC reports $3.0M across 9 accounts in assets under management.
How do I contact Arthur Flores?
Through Arthur's website, floresfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Flores Wealth Planning, LLC 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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