AlonsoRodriguez Segarra- Financial Advisor Boca Raton, FL

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About Alonso Rodriguez Segarra

At Advise Financial, founded in 2016 on the conviction that a Fee-Only financial advisory model is truly best for you, your financial well-being is our top priority. We offer comprehensive financial planning, portfolio management, and hourly consultations. Our hourly service is ideal for those looking to validate their current portfolio and confirm they're on a beneficial path. Our services are designed for individuals and families, especially those nearing or already in retirement. It's crucial to understand that, as a Fee-Only firm since day one, we don't sell financial products. Our advice is entirely unbiased and fiduciary, meaning we always act exclusively in your best interests and accordance with your needs. We specialize in Roth conversions and RMDs, and we develop robust strategies to support your retirement income. We're also dedicated to educating the community, particularly retirees and pre-retirees. We recognize the significant concern about optimizing withdrawals, and our goal is to empower individuals to make informed decisions and validate their existing financial plans, helping them build a confident path to retirement.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

CRD#

6594218

Firm CRD#

282087

States Licensed in

FL,TX, CA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English - Spanish

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$37,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500000

Compensation Methods

Based on Assets

Fee % Based on Assets

0.75

Hourly Rate

$300

Disclosures

https://adviserinfo.sec.gov/firm/brochure/282087

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892889/paladinregistry-Advise-Financial-detailed-disclosure.html

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Paladin Research Report For:

Alonso Rodriguez Segarra

Advise Financial