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
Philadelphia, PA 19103
Credentials
Series 65
Industry experience
< 1 year
William Zittle V is a financial consultant at Florida Financial Advisors, LLC and holds a Series 65 designation. He joined the firm in 2025 and has prior experience in diverse roles including work at Enterprise Mobility and Wickleins Native Plants. He has also been affiliated with The Catholic University of America. Florida Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm manages approximately $317.8 million in assets and employs a variety of analysis methods and third-party platforms to deliver portfolio management and financial planning services through a large network of Investment Adviser Representatives.
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.
1717 Arch Street, Suite 330
Philadelphia, PA 19103
Florida · Pennsylvania
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Enterprise Mobility
2024 - 2024 (1 year)
Wickleins Native Plants
2022 - 2023 (1 year)
The Catholic University of America
2021 - 2025 (4 years)
UNEMPLOYED
2020 - 2022 (2 years)
Papermill Pharmacy & Gift Shop
2018 - 2020 (2 years)
UNEMPLOYED
2015 - 2018 (3 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.
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Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
Series 65
Philadelphia, PA
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