New Era Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, and corporate clients, offering both project‑based and ongoing comprehensive planning as well as retirement‑account advice. It assists clients with account setup and may recommend or implement third‑party model portfolios and outside managers.
Portfolios are constructed using strategic asset allocation informed by modern portfolio theory, combining passive and active investments with tactical adjustments when appropriate, and the firm may subscribe clients to model marketplaces for implementation. The firm predominantly operates on a non‑discretionary basis—reporting $0 in discretionary and about $12.2 million in non‑discretionary assets under management as of December 31, 2023—so trade execution typically involves client consent.
Noteworthy features include a program of educational seminars and speaking engagements (ranging from pro‑bono to modest fees) and coordination of tax return preparation through a third‑party provider. The firm’s principal holds a Certified Divorce Financial Analyst (CDFA®) designation and the advisory offering emphasizes specialized planning services such as business planning and employee benefits optimization in addition to investment management.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees range between $500 - $5,000; Ongoing Financial Planning fees include an upfront charge up to $2,500 plus a monthly flat fee ranging from $100 to $1,500.
$0 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
Main office
5950 Hazeltine National Drive, Suite 615
Orlando FL 32822
Advisors at this office
1
Most active in
Florida
Also doing business as
New Era Advisory · New Era Advisory, LLC
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
Quick links
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