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 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.

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.