Aldo Perez is a registered investment advisor at Florida Financial Advisors, LLC, based in Houston, TX. Aldo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location
3600 S Gessner Road, Suite 230, Houston, TX, 77063
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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.
Learn about disclosures →Employment History
Current Registrations
Florida Financial Advisors, LLC
September 2025 - Present · 7 mos
State Registrations2 states
FLTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.