# Paul Furcinito

> Paul Furcinito is a fee-only financial advisor at Florek Financial in Duxbury, Massachusetts. Paul focuses on tax planning, estate & legacy planning and family wealth transfer. Florek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-furcinito/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Florek Financial
- **Based in:** Duxbury, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $511.0M across 530 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 2544828 (https://adviserinfo.sec.gov/individual/summary/2544828)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1999), Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.florekfinancial.com

## Frequently asked questions

### Is Paul Furcinito a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Florek Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Florek Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Furcinito based?

Paul Furcinito is based in Duxbury, Massachusetts.

### What does Paul specialize in?

Paul's specialties include tax planning, estate & legacy planning and family wealth transfer. Paul works with multi-generational families and ultra high net worth.

### Is Paul Furcinito registered with the SEC?

Yes. Paul Furcinito is registered as an investment adviser representative in MA (CRD 2544828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Florek Financial manage?

Florek Financial reports $511.0M across 530 accounts in assets under management.

### How do I contact Paul Furcinito?

Through Paul's website, www.florekfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2544828): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://florekfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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