Firm
Felsing Financial
Orlando, Florida
Fee-only
Felsing Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 3 of them high net worth.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Phone | (407) 808-2731 |
Felsing Financial fees
Felsing 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
| Individual clients | 12 |
|---|---|
| High-net-worth clients | 3 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 141927 |