Flores Wealth Planning provides financial planning services covering cash flow, education funding, retirement, risk management, and estate planning. They offer investment advice through consultations or portfolio monitoring, but do not directly manage investment accounts. For investment management, Flores Wealth Planning uses third-party investment managers. The firm acts in your best interest.
Assets Under Management$2.3M
Clients9
Advisors1
Avg. per Client$260K
Avg. per Advisor$2.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees include both Flores Wealth Planning's fee and the outside manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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