Advisor at Florida Financial Advisors, LLC
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Firm
Florida Financial Advisors, LLC
Location
Nashville, TN 37217
Credentials
Series 63, Series 65
Industry experience
< 1 year
Caleb Peluso Harper is a financial consultant at Florida Financial Advisors, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2025, including roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience in the food and beverage industry and has worked with educational institutions. Florida Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm manages approximately $317.8 million in assets and employs a multi-method investment approach, utilizing third-party platforms and sub-advisers to implement strategies.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Fixed financial planning fees typically ranging from $200 to $7,500, negotiable.
$0 - $250,000: 2.65% $250,001 - $500,000: 2.45% $500,001 - $1,000,000: 1.90% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.40% $5,000,001+: 1.40%
Certain Investment Adviser Representatives (IARs) are dually registered and may receive commissions from sales of securities or insurance products.
Fee-only: Fixed financial planning fees generally range from $200 to $7,500 or up to 2% of net worth or assets addressed in the plan; fees are negotiable.
1102 Kermit Drive, Suite 200
Nashville, TN 37217
Florida · Tennessee · Texas
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
DoorDash
2025 - 2025 (1 year)
N/a
2025 - 2025 (1 year)
Just Love Coffee Cafe
2025 - 2025 (1 year)
Middle Tennessee State University
2025 - 2025 (1 year)
Matter Collective
2023 - 2025 (2 years)
Middle Tennessee State University
2023 - 2025 (2 years)
Nelly's Italian Cafe
2022 - 2023 (1 year)
Bonfire Mongolian Grill
2021 - 2022 (1 year)
Columbia State Community College
2021 - 2023 (2 years)
Fully Leaded Coffee
2021 - 2021 (1 year)
Groove Life
2020 - 2020 (1 year)
Homeschool
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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