Firm
Advise Financial
Boca Raton, Florida
Fee-only
Advise Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 216 individual clients, 8 of them high net worth.
- Its average account is about $131,000 (assets it manages divided by its 323 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Boca Raton, Florida |
|---|---|
| Website | podcasts.apple.com/us/podcast/up2date-micro-podcast-financiero-advise-financial/id1553513736 |
| Phone | (561) 454-8284 |
Advise Financial fees
Advise Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 208 |
| High-net-worth clients | 8 |
| Accounts managed | 323 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-107072) |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 282087 |