Advisor at D'Orazio Wealth Advisors
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.
Location
Vienna, VA 22182
Credentials
CFP®, Series 65
Industry experience
1 year
Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Based on D'Orazio Wealth Advisors
Fixed fee basis for stand-alone financial planning services.
Up to $500,000 - $500,000: $3,000 annual fixed fee $500,001 - $1,000,000: $5,000 annual fixed fee $0 - $2,000,000: $10,000 annual fixed fee $2,000,001 - $4,000,000: $15,000 annual fixed fee $4,000,001 - $6,000,000: $22,500 annual fixed fee $6,000,001 - $8,000,000: $30,000 annual fixed fee $8,000,001 - $15,000,000: $50,000 annual fixed fee $15,000,001+: Negotiable annual fixed fee
Quarterly installments of the annual fixed fee retainer.
Account minimum: $100,000 Minimum fee: Fixed annual fees ranging from $3,000 to $50,000 depending on assets under advisement, plus negotiable fees for accounts over $15,000,001 Fee-only: Annual fixed fee retainer payable quarterly; no commissions accepted.
8614 Westwood Center Drive, Suite 310
Vienna, VA 22182
Virginia
D'Orazio & Associates, Inc.
2024 - Present (2 years)
VLP Financial Advisors
2023 - 2024 (1 year)
Five Guys
2020 - 2023 (3 years)
Annadale High School
2015 - 2020 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
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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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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