Plotkin Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$221,845,374
Total clients
355
27% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
118
Average account size
$624,917
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Retirement plan consulting
Fee options
Standalone financial planning initial fee $1,000; consultation flat fees negotiated case-by-case
$0 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000+: Negotiable
Commissions charged separately by broker-dealer (Independent Financial Group) for certain transactions; advisory accounts exclude assets charged commissions from advisory fees
Consultation services hourly rate typically ranges from $400 to $500 per hour
Account minimum: $500,000 Fee-only: Annualized asset-based fee paid quarterly in advance, not based on capital gains or appreciation; Financial planning standalone fee: $1,000 initial plan and $800 annually for updates; Consultation fees $400-$500 per hour or flat fee negotiated case-by-case; Defined contribution plan fees from 0.40% to 0.50% annually
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Plotkin Financial Advisors, LLC
8401 Connecticut Avenue, Suite 401
Chevy Chase MD 20815-5833, United States
Number of offices
1
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