Facts and Insights
FLAHARTY ASSET MANAGEMENT, LLC is a financial advisory firm that offers its expertise to individuals, families, and institutions. Founded in 2008, the firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. With a strong track record of success, FLAHARTY ASSET MANAGEMENT, LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Expert financial advice tailored to individual needs and goals
- Holistic approach to financial planning
- Up-to-date market research and analysis
- Investment management strategies to maximize returns
- Regular portfolio reviews and adjustments
- Personalized strategies for tax efficiency and estate planning
- Regular communication and support from dedicated advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 12 years |
Financial Services Offered:
- Financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance solutions
- Education planning
- Social security planning
Client Types:
- Individuals
- Families
- Small business owners
- Trusts
- Charitable organizations
- Pensions and retirement plans
Fees & Compensation:
FLAHARTY ASSET MANAGEMENT, LLC is a fee-only firm, meaning their compensation comes primarily from client fees and not from selling financial products. This aligns their interests with those of their clients and ensures unbiased advice. The firm’s fees are based on a percentage of assets under management, with discounts for larger accounts.
Background:
The founder and president of FLAHARTY ASSET MANAGEMENT, LLC, John Flaharty, has over 25 years of experience in the financial industry. He holds several industry designations including Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF). Under his leadership, the firm has grown and earned a reputation for providing sound financial advice and delivering results for their clients.
Financial Advisor Disclosures to Know:
FLAHARTY ASSET MANAGEMENT, LLC has a clean regulatory record and has not received any disciplinary actions from regulatory bodies. Additionally, the firm is committed to transparency and always provides full disclosure of any potential conflicts of interest. Clients can rest assured that their best interests are always the top priority.