Advisor at Your Choice Financial LLC
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Firm
Your Choice Financial LLC
Location
Orlando, FL 32827
Credentials
Series 63, Series 65
Industry experience
14 years
John San Filippo is a financial advisor at Your Choice Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ruggieri Wealth Advisors and MassMutual Life Insurance. Outside of his advisory role, he is involved in soccer coaching with the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, pension plans, and business entities. The firm manages approximately $37 million across 111 client accounts, employing a diversified investment approach that combines technical analysis, modern portfolio theory, and quantitative methods.
Based on Your Choice Financial LLC
Based on Your Choice Financial LLC
Financial planning fixed fees range from $600 to $20,000 based on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
6900 Tavistock Lakes Blvd, Suite 400
Orlando, FL 32827
Alabama · California · Florida · Maine · Nevada · New York · Texas
Your Choice Financial LLC
2022 - Present (4 years)
Ruggieri Wealth Advisors, LLC
2022 - 2022 (1 year)
Yci Llc
2021 - Present (5 years)
MDsurance LLC
2021 - Present (5 years)
John SanFilippo - Independent Insurance Agent
2019 - Present (7 years)
MML Investor services
2017 - 2022 (5 years)
MassMutual Life Insurance co
2017 - 2022 (5 years)
Mass Mutual Investors Services
2017 - 2022 (5 years)
Your Choice Advisors LLC
2016 - Present (10 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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 65
Orlando, FL
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CFP®, Series 66
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