Fuster Financial Group

Overview

Fuster Financial Group is organized as a limited liability company and is state-registered in Florida. The firm is owned by an individual and is classified in the dataset as an unclassified adviser that also identifies as a capital allocator. Services listed by the firm emphasize comprehensive advice for individuals and small businesses: financial planning, portfolio management, pension consulting services, selection of other advisers, and publication of periodicals or newsletters. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — which suggests flexibility in client engagement models from ongoing advisory relationships to project-based or subscription-type work. Industry affiliations noted in the record include relationships with a broker-dealer, another investment adviser, and an insurance company. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Location & Offices