P

Pizarro Advisors

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

Pizarro Advisors provides financial planning, business consulting, and wealth management to individuals, companies, and other investment-adviser clients, delivering both discretionary and non‑discretionary portfolio management. The firm also offers tailored business-consulting services that can address real‑estate acquisitions, construction and renovation advice, property management, and business-entity planning alongside traditional financial planning.

The firm's investment approach emphasizes asset allocation driven by fundamental analysis and macroeconomic factors — including money supply, interest rates, and commodity valuations — and it explicitly considers political developments where relevant. Recommendations are individualized to clients’ objectives, time horizons, tax considerations, and risk tolerances and may include mutual funds, ETFs, equities, fixed income, listed options, and publicly traded REITs.

Pizarro Advisors’ brochure discloses that its marketing materials may include past performance, client testimonials, endorsements, and third‑party ratings, while stating the firm does not pay or receive compensation for those items and will comply with applicable marketing rules if that changes. The firm is a sole proprietorship whose principal maintains significant outside business activities — including salaried employment and a minority ownership interest in a cannabis dispensary and separate real‑estate investments — and the brochure notes those activities as potential sources of conflicts of interest while also describing the option for clients to receive advisory‑only services without transferring assets.

Client services

Financial planning Portfolio management
Business analysis and consulting services to help companies enhance their overall performance, efficiency, and growth potential.

Expertise

Income planning Tax strategies for small businesses Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

One-time $199 setup fee for Financial Planning (applies if Financial Planning selected alone or with Wealth Management)

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%

Project-based

Negotiated hourly fees for Business Consulting Services and advisory-only wealth management without asset management

Subscriptions

$99 per month for Financial Planning Services

Other

Fee-only: $99 per month for Financial Planning Services (ongoing flat fee)

Main office

38 Somerset Ave

Taunton MA 02780

Advisors at this office

1

Most active in

Massachusetts

Also doing business as

Abel Pizarro Jr · Pizarro Advisors

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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