Flores Wealth Planning, LLC
Assets Under Management
$2.3M
Number of Clients
9
Number of Advisors
1
Average Client AUM
$261K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Flores Wealth Planning, LLC offers financial planning, investment consultation, and investment supervisory services. They focus on areas like cash flow, education funding, retirement, risk management, and estate planning. They may use third-party managers for portfolio management. They hold themselves to a fiduciary standard.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Flores Wealth Planning charges fixed fees ($500 to $10,000 annually) for financial planning, investment consultation, and real-time planning. Comprehensive financial planning has an upfront charge ($500 to $6,000) and an ongoing monthly fee ($100 to $500). Hourly fees are $300/hour. Investment supervisory services are charged an asset-based fee (see table). Employee benefit plan services are also offered. Fees may be negotiable.
Areas of Practice
Location
48 Wall Street, Suite 1100, New York, NY, 10005