Fleishel Financial Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fleishel Financial Associates provides personalized financial planning, broad-based consulting and asset-allocation advice, including guidance for retirement plan participants, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm delivers written financial plans, periodic reviews and ongoing planning retainers, and also offers limited‑scope consulting engagements for discrete client needs.
The firm's investment approach centers on asset allocation and the selection of portfolio managers using both fundamental and technical analysis and manager-level criteria such as risk/return profiles, standard deviation and style consistency. Fleishel Financial does not directly manage client assets or exercise in‑house trading discretion; when management is appropriate it is arranged through an affiliated registered investment adviser and custodial/brokerage services are typically recommended through an affiliated broker‑dealer, and the firm does not accept performance‑based fees.
What is distinctive relative to many peers is the combination of a planning/consulting focus with an operational model that avoids in‑house discretionary portfolio management for individual accounts and does not rely primarily on percentage‑of‑AUM billing—instead using fixed retainers and consultative engagements and arranging managed accounts through an affiliate. Advisors are dually registered with an affiliated broker‑dealer and affiliated registered adviser and hold insurance licenses, so planning and recommendations are often delivered alongside commissionable products and affiliated management services, a structure the brochure discloses as a potential conflict of interest; the firm also does not vote client proxies.
Client services
Expertise
Fee options
Fixed fees for financial planning services, established based upon scope and complexity; 50% deposit due in advance, remainder upon completion; retainer fee fixed for 12 months and may be adjusted thereafter
Registered representatives earn commissions and 12b-1 fees on sale of securities and insurance products separately from advisory fees
General consulting fee of $300 per hour
12-month annual retainer for planning services, fee depends on level of service selected
Fee-only: General consulting services at a non-negotiable hourly rate of $300
Main office
812 North Woodland Blvd.
Deland FL 32720
Advisors at this office
3
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
Keira E
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.
Ellen L
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.
Thomas F
CFP®, Series 63
Deland, FL
Fleishel Financial Associates, Inc.
Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.
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