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Adam Bornstein

Advisor at Cetera

Updated today

Location

Crescent City, FL

Credentials

ChFC®, Series 66

Industry experience

16 years

About

Adam Bornstein is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Cetera and founding Bornstein Financial in 2026. Outside of his advisory role, Bornstein owns a youth soccer nonprofit, Crescent City United, LLC. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a network of more than 6,800 advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Crescent City, FL

Most active in

Florida

Work history

Bornstein Financial

2026 - Present (1 year)

Cetera

2026 - Present (1 year)

Cetera ADVISORS LLC

2026 - Present (1 year)

Crescent City United, LLC

2025 - Present (1 year)

Palisade Property Group, LLC

2021 - Present (5 years)

Edward Jones

2010 - 2025 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Palm Coast, FL

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Annuities Founder/Business Owner Executive Retired
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