A complete list of active advisors currently associated with Fleishel Financial Associates, Inc.

Warmer can help you find a great advisor at Fleishel Financial Associates, Inc. or one who fits your needs even better.

Fleishel Financial Associates provides broad-based financial planning, consulting, and retirement plan asset-allocation advice to a mix of clients that includes pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and plan participants. The firm produces written financial plans, offers ongoing planning cycles or limited-scope consultations, and coordinates with clients’ other professional advisers as part of its service model. The firm emphasizes asset allocation and manager selection using both fundamental and technical analysis and generally implements managed strategies through an affiliated registered investment adviser rather than directly managing client portfolios. Advisors provide periodic reviews and continued planning support through fixed-scope engagements or hourly consulting and do not exercise discretionary trading authority over client accounts on behalf of the firm. Notably, Fleishel departs from the common AUM-based billing model used by many peers, favoring fixed retainers, hourly or plan‑specific arrangements instead of percentage-of-AUM fees, and it does not directly provide discretionary portfolio management for individual accounts. The advisory team is dually registered with an affiliated broker‑dealer and investment adviser and also holds insurance licenses; the brochure discloses the potential for additional commission-based compensation arising from those affiliations.

To learn more about the advisors currently working at Fleishel Financial Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.