FLORES WEALTH PLANNING, LLC

RIASEC Registered

Total AUM

$3M

Discretionary

$3M

100% of AUM

Avg account

$330K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 173706
Website: floresfinancialplanning.com
Custodians: BETTERMENT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Flores Wealth Planning, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management services tailored to individuals and small businesses, along with pension consulting, selection of other advisers, and educational seminars/workshops. Its billing approach combines percentage-of-AUM fees with hourly, fixed-fee, and other fee arrangements. The firm does not identify itself as an active ESG investor.