About Flores Wealth Planning, LLC
Flores Wealth Planning, LLC is a top-rated financial advisory firm that specializes in providing personalized wealth management services to clients. With a team of experienced and knowledgeable advisors, Flores Wealth Planning, LLC offers a wide range of financial solutions designed to help individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Specializes in personalized wealth management
- Has a team of experienced advisors
- Offers a wide range of financial solutions
- Helps clients achieve their financial goals
Facts and Insights
Flores Wealth Planning, LLC is committed to providing transparent and accurate information to its clients. Here are some facts and insights about the firm:
- Founded in 2002
- Over $1 billion in assets under management
- Employs 10 advisors
- Serves 500+ clients
- Offers comprehensive wealth management services, including investment management, retirement planning, and tax planning
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $1 billion+ | 10 |
Financial Services Offered
Flores Wealth Planning, LLC offers a comprehensive range of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Wealth transfer strategies
Client Types
Flores Wealth Planning, LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Retirees
- Young professionals
- Families
- Business owners
- Non-profit organizations
Fees & Compensation
Flores Wealth Planning, LLC charges fees based on a percentage of assets under management. This ensures that the firm’s interests are aligned with the client’s and that they both benefit from the growth of the client’s portfolio.
The firm does not receive any commissions or compensation from third-party providers, making their advice objective and unbiased.
Background
Flores Wealth Planning, LLC was founded in 2002 by John Flores, a financial expert with over 25 years of experience in the industry. With a background in accounting and finance, John and his team offer a unique blend of expertise in both areas, providing clients with well-rounded financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Flores Wealth Planning, LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times. The firm also has no disclosable events listed on their Form ADV, ensuring a clean record.
With its experienced team, personalized approach, and transparent fees, Flores Wealth Planning, LLC is a trusted partner for individuals and families looking to secure their financial future.