Advisor at Financial Prescriptions, LLC
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
Financial Prescriptions, LLC
Location
Atlantic Beach, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.
Based on Financial Prescriptions, LLC
$0 - $600,000: 0.70% annually (Financial Prescriptions, LLC fee capped at $4,200) $0+: 0.21% to 0.80% annually (third-party manager fees, separate and additional)
$220 per hour in 15-minute increments; minimum commitment of 4 hours (3 hours if prior engagement within 14 months).
Account minimum: No minimum for investment management clients; financial planning engagements typically require a minimum commitment of four hours (reduced to three hours if client had services within past 14 months).
Atlantic Beach, FL
Florida · North Carolina
Financial Prescriptions, LLC
2012 - Present (14 years)
Baptist Medical Center
1990 - Present (36 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.
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