Ideas in Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ideas in Finance is an independent, single‑advisor registered investment adviser managing roughly $11 million for about 15 clients. The firm provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and charitable organizations.
The firm’s approach is primarily long‑term but incorporates active market timing and both fundamental and technical analysis, with the advisor constructing portfolios to reflect each client’s goals and risk tolerance. Ideas in Finance primarily employs an option‑selling framework — implemented through simultaneous call‑spread and put‑spread positions — and may also use mutual funds, ETFs, individual securities and cash management as part of portfolio construction.
Noteworthy for a firm of its size, Ideas in Finance uses borrowing (margin) and derivative strategies within separately managed accounts, practices that are uncommon among independent solo advisers. The advisor runs concentrated, actively managed portfolios with personalized oversight, may engage unaffiliated investment managers for portions of client assets, and holds an industry certification supporting its investment management focus.
Client services
Expertise
Fee options
Fixed fees for financial planning based on estimated hours at negotiated rates.
$0+: 0.25% annually +: up to 2.00% annually
Up to $500 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Investment advisory fees range from 0.25% to 2.00% annually based on account size and complexity; fees are negotiable.
Main office
Boca Raton 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 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
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