Advisor at Fleishel Financial Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fleishel Financial Associates, Inc.
Location
Deland, FL 32720
Credentials
Series 66
Industry experience
7 years
Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.
Based on Fleishel Financial Associates, Inc.
Based on Fleishel Financial Associates, Inc.
Fixed or negotiated fees for broad-based financial planning services, typically with a 50% deposit due in advance and remainder upon completion.
Commissions earned by registered representatives for securities and insurance product sales, including 12b-1 fees.
General consulting services at a non-negotiable rate of $300 per hour.
Annual retainer for planning services for 12 months, fee fixed for the period and may be adjusted thereafter.
Fee-only: Financial planning and consulting fees are fixed or negotiated per engagement; general consulting at $300 per hour; 401(k) asset allocation advice up to 2.25% annually, billed quarterly in advance.
812 North Woodland Blvd.
Deland, FL 32720
Florida
Raymond James Financial Services Advisors, Inc.
2023 - Present (3 years)
Raymond James Financial Services, Inc.
2023 - Present (3 years)
Ameriprise Financial Services, Inc
2017 - 2023 (6 years)
United Capital Financial Advisers, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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 63, Series 66
Deland, FL
Kehoe Investment Services, Inc
Series 66
Deland, FL
Fernandez Wealth Management
CFP®, Series 65
Deland, FL
Fernandez Wealth Management
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
CFP®, Series 63
Deland, FL
Fleishel Financial Associates, Inc.
Series 63, Series 65
Daytona Beach, FL
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