Paul Furcinito
Florek Financial · Duxbury, Massachusetts
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Florek Financial |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $511.0M across 530 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2544828 |
| Exams passed | Series 63 (1999) · Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.florekfinancial.com |
| Profile |
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Questions about Paul
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.
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
- Florek Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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