FLEISHEL FINANCIAL ASSOCIATES, INC.

Overview

Fleishel Financial Associates, Inc. is an independent, owner-operated Registered Investment Adviser organized as a corporation. The firm positions itself primarily as a planning-focused adviser and capital allocator: its reported advisory activities emphasize financial planning and the selection of other advisers, indicating the firm curates external managers for client allocations rather than relying exclusively on in‑house portfolio management. Compensation is modelled around hourly and fixed fees rather than AUM-based pricing, which typically signals project- or advice-centric engagements (for example, one-off or periodic planning work and manager selection retainers). The dataset flags several operating characteristics that shape the firm’s client-facing footprint: Fleishel Financial Associates is not marked as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser to another firm. These attributes are consistent with a small, locally focused advisory practice that works with outside managers to implement portions of client portfolios.

Investments & Alternatives

Location & Offices