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VERIFIEDAlonso Rodriguez Segarra
Advise Financial
1200 N Federal Hwy
Suite 300
Boca Raton, FL 33496
786-821-5148
About Advise Financial
At Advise Financial, we value all relationships.
We will holistically advise you on 1) investments, 2) retirement planning, 3) educational plans and planning your general financial goals, 4) Social Security, 5) Medicare, 6) testamentary issues, 7) cash flow, 8) analysis of the life insurance that suits you best, 9) crypto assets, and 10) tax issues.
We could work with your CPA, lawyers and tax planners, and insurance specialists to provide you with the solutions that best suit your finances, all supported by the most modern technology that will allow you always to have the information at your fingertips.
See Disclosures
General Information
Firm Start Year
2016
No. of Employees
5-9
CRD#
6594218
Firm CRD#
282087
States Licensed in
FL,TX, CA
Years of Experience in Financial Services
27
Number of Years with Current Firm
7
Work with the following types of clients
Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
Spanish
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Phone, Email, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
$27,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$50000
Compensation Methods
Based on Assets, Hourly
Fee % Based on Assets
0.75
Hourly Rate
$300
Disclosures
https://adviserinfo.sec.gov/firm/brochure/282087
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892889/retirementplanning-Advise-Financial-detailed-disclosure.html