Maslar Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maslar Financial serves individual and family clients and offers a mix of financial planning, investment management, financial education, insurance services, tax return preparation, and consulting. The firm is a small, solo-practitioner RIA that recently added investment management to its offerings and reports having a modest amount of client assets under management.
The firm's investment approach is grounded in Modern Portfolio Theory and an efficient‑markets perspective, emphasizing strategic asset allocation implemented primarily with low‑cost index funds and ETFs. Portfolios are monitored and rebalanced, and the firm may manage client accounts on a discretionary basis while using portfolio analysis software and third‑party model portfolios to inform allocation decisions.
What distinguishes this firm from many peers is its combination of advisory, tax, and insurance capabilities: the principal holds tax credentials (including an Enrolled Agent designation) and the firm may prepare federal and state income tax returns, while the firm is also a licensed insurance agency and advisors may sell commissionable life, annuity, and disability products. The firm also offers educational seminars and workshops on a periodic basis and uses a digital custodial and model‑marketplace platform to deliver advisory services.
Client services
Expertise
Fee options
Negotiated fixed fees for financial planning and consultation services; $295 setup fee for accounts over $50,000, $195 setup fee for $50,000 and under
$0 - $50,000: 0.50% (minimum $250) $50,001 - $1,050,000: 0.80% $1,050,001+: 0.50%
Commission on insurance products when acting as independent insurance agent separate from advisory services
$250 per hour
Account minimum: $50,000 (may be waived at firm's discretion) Minimum fee: $250 minimum annual fee on first $50,000 of assets
Main office
Bradenton FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Maslar Financial · Maslar Financial, Inc.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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