Advisor at Florida Financial Advisors, 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
Florida Financial Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 65
Industry experience
< 1 year
Scott Szabo is a financial consultant at Florida Financial Advisors, LLC with a Series 65 designation and no prior industry experience. His previous work includes roles at K & M Insurance Group LLC, OncoRX, Perthera, and GYN GMBH. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm employs a multi-method investment process and offers portfolio management through a large network of advisers, as well as financial planning and pension consulting services.
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.
1680 Fruitville Road, Suite 303
Sarasota, FL 34236
Florida
Florida Financial Advisors
2025 - Present (1 year)
K & M Insurance Group LLC, DBA K & M Financial Partners Affiliat
2025 - Present (1 year)
OncoRX
2024 - 2025 (1 year)
Perthera
2019 - 2024 (5 years)
GYN GMBH
2013 - 2019 (6 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 63, Series 65
Sarasota, FL
Retirement Money Management
Series 66
Sarasota, FL
Melberth Capital
CFP®, Series 63
Bradenton, FL
Summit Financial Advisors
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
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