GO
CFP
GO
CFP

Geraldo Flores Olivo

6 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bogart Wealth, LLC
April 2025 - Present · 10 mos
Previous Registrations
Focus Partners Wealth, LLC
July 2024 - March 2025 · 8 mos
Buckingham Strategic Wealth, LLC
June 2023 - November 2024 · 1 yr 5 mos
Fca CORP
September 2021 - June 2023 · 1 yr 9 mos
Raymond James & Associates, INC.
February 2019 - March 2021 · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2019 - March 2021 · 2 yrs 1 mo
Willis Johnson & Associates, INC.
September 2018 - February 2019 · 5 mos
Fsc Securities CorporationBroker
September 2017 - January 2018 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.