Fee-Only Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fee-Only Financial Advisors, LLC is a solitary, fee-only registered investment adviser that serves a small number of individual clients as well as trusts, estates and corporate/business clients, managing roughly $25.7 million across 17 client relationships. The firm offers ongoing portfolio management and wealth management (which combines investment management with ongoing financial planning), in addition to standalone financial planning and hourly consulting.
The firm’s investment approach is grounded in academic research, Modern Portfolio Theory and the Efficient Market Hypothesis, using diversified asset allocation across institutional mutual funds, ETFs, fixed income and selected individual equities tailored to each client’s goals, time horizon and risk tolerance; it manages both discretionary and non‑discretionary accounts. For taxable accounts the firm applies tax-aware practices such as tax-lot management and loss harvesting, and—uncommonly for peers—makes available a credit toward personal income tax preparation through an affiliated CPA firm for certain wealth management clients.
What is distinctive about this advisor compared with many independent solo practitioners is the adviser’s outside-business affiliations and service mix: the firm discloses an affiliated public accounting practice, a family real‑estate holding company, and the principal’s operational role with a private business, and it accepts corporate/business clients in addition to individuals. Those affiliations and the availability of coordinated tax preparation services are specifically disclosed in the Form ADV and the firm notes clients are not required to use the affiliated CPA, with policies intended to address potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning generally range from $2,000 to $5,000
$0 - $1,000,000: 0.70% (Portfolio Management Services) $1,000,001 - $3,000,000: 0.50% (Portfolio Management Services) $3,000,001 - $5,000,000: 0.30% (Portfolio Management Services) $5,000,001 - Negotiable: Negotiable (Portfolio Management Services) $0 - $1,000,000: 0.90% (Wealth Management Services) $1,000,001 - $3,000,000: 0.70% (Wealth Management Services) $3,000,001 - $5,000,000: 0.50% (Wealth Management Services) $5,000,001 - Negotiable: Negotiable (Wealth Management Services)
$200 per hour for supplemental financial planning work; $200 to $500 per hour for standalone financial planning services
Minimum fee: Portfolio Management Services: $1,000 minimum quarterly fee; Wealth Management Services: $1,250 minimum quarterly fee Fee-only: Fixed fees generally ranging from $2,000 to $5,000 for financial planning; Hourly fees at $200 per hour for planning or complex ongoing work; standalone financial planning hourly fees range from $200 to $500 per hour
Main office
Beverly Hills FL
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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