Fusco Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans, trusts, estates and charitable organizations, providing financial planning, asset management and related investment advice. Services include one‑time or ongoing financial planning (hourly or fixed fee) and discretionary portfolio management that is generally billed as a percentage of assets.
Portfolios are typically built with mutual funds and exchange‑traded funds to achieve diversified asset allocation, with continuous monitoring and an approach that generally avoids market timing; the firm uses a mix of fundamental, technical, cyclical and charting analysis when appropriate. Most client assets are managed on a discretionary basis, and managed accounts are custodied through Fidelity/NFS to support trade execution, reporting and fee processing.
Distinctive features include insurance sales conducted by advisors in their separate capacities and the acceptance of commissions for certain product implementations, a hybrid fee/commission arrangement that is less common among similarly supported firms. The firm operates with a small advisory staff (two advisors) overseeing roughly $159 million in client assets and may offset advisory fees with commissions previously paid, which can create potential conflicts of interest for clients to consider.
Client services
Expertise
Occupation focus
Fee options
Fixed fees offered for financial planning services; minimum fee of $1,500.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
Investment advisory services can be compensated via commissions in consultant's capacity as registered representative; insurance products sold generate commissions to advisor representatives separately.
Hourly fees from $250 to $1,000 per hour for financial planning services; non-advisory hourly rates $100 to $175.
Account minimum: $500,000 Minimum fee: Minimum fee of $1,500 for preparation of a written financial plan; also minimum fee of $1,500 for asset management account Fee-only: Financial planning services charged hourly or fixed fees; hourly rates range from $250 to $1,000 per hour with minimum fee $1,500 and maximum $10,000 depending on complexity; non-advisory hourly rates from $100 to $175.
Main office
2402 NE 8th Ave.
Wilton Manors FL 33305
Advisors at this office
2
Most active in
Colorado · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Johanna L
CFP®, Series 66
Wilton Manors, FL
Fusco Financial Services Inc
Johanna Lobdell is a CFP® with 30 years of industry experience, currently serving as an advisor at Fusco Financial Services Inc. She has worked with Osaic Wealth, Inc. and Securities America, Inc. prior to her long tenure at Fusco Financial Services. Outside of her advisory role, Lobdell is active in the Rotary Club of Fort Lauderdale, participating in scholarship committees and community events, and serves as secretary for the Rotary 1090 Foundation board. Fusco Financial Services advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning and discretionary portfolio management, primarily using mutual funds and ETFs to create diversified asset allocations with ongoing monitoring and a blend of analytical approaches.
Kenneth F
Series 63
Wilton Manors, FL
Fusco Financial Services Inc
Kenneth Fusco is a Series 63 licensed advisor with over 53 years of industry experience. He has been associated with Fusco Financial Services Inc. since 1981 and previously worked at Securities America, Inc. for 24 years. Fusco Financial Services advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides financial planning and discretionary portfolio management, primarily using diversified allocations of mutual funds and ETFs, with assets custodied through Fidelity/NFS.
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