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
CFP®, Series 63
Industry experience
37 years
Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, 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.
Fleishel Financial Assoc., Inc., 812 N. Woodland Blvd
Deland, FL 32720
Florida · Texas
Raymond James Financial Services Advisors INC.
2013 - Present (13 years)
Planned Giving
2006 - 2018 (12 years)
Raymond James Financial Services, inc.
1991 - Present (35 years)
Fleishel Financial Assoc. Inc.
1990 - Present (36 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
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Fernandez Wealth Management
CFP®, Series 65
Deland, FL
Fernandez Wealth Management
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Series 63, Series 65
Daytona Beach, FL
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