Advisor at New Era Advisory
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.
Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.
Based on New Era Advisory
Based on New Era Advisory
Project-Based Financial Planning fees range between $500 - $5,000; Ongoing Financial Planning fees include an upfront charge up to $2,500 plus a monthly flat fee ranging from $100 to $1,500.
$0 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
5950 Hazeltine National Drive,, Suite 615
Orlando, FL 32822
Florida
AE Wealth Management, LLC
2021 - 2022 (1 year)
New Era Advisory, LLC
2021 - Present (5 years)
Petros Advisory Services, LLC
2018 - 2021 (3 years)
Woman's Worth, LLC
2015 - 2021 (6 years)
Petros Estate & Retirement Planning, LLC
2015 - 2021 (6 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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