Firm
Flores Wealth Planning, LLC
New York, New York
Fee-only
Flores Wealth Planning, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $330,000 (assets it manages divided by its 9 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | floresfinancialplanning.com |
| [email protected] | |
| Phone | (917) 740-3898 |
Flores Wealth Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Account minimum | $250,000 |
| How it charges | Hourly · Flat fee · Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"The cost of a comprehensive financial plan typically ranges from $2,500 to $4,500" source
"have at least $250,000 in investable assets" source
"The cost of a comprehensive financial plan typically ranges from $2,500 to $4,500" source
"hourly, fixed-fee, monthly retainer, or a percentage of assets under management" source
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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 9 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 173706 |