Advise Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,400,914
This total excludes 30 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
216
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
216
Average account size
$196,301
About
Advise Financial LLC is a registered investment adviser managing roughly $42 million for a few hundred clients and provides financial planning, investment management, and employee education services to individuals, families, and employer groups. In addition to common individual portfolio management and planning, the firm works with corporate clients and sponsors pension/profit-sharing and retirement-plan solutions, including educational seminars and retirement-plan implementation.
The firm emphasizes a long-term, Modern Portfolio Theory approach to asset allocation and diversification and offers customized strategies such as direct (custom) indexing implemented through a third‑party sub‑advisor vetted by Charles Schwab. Advise coordinates technical tax and accounting work with outside professionals and offers ongoing implementation support through a paid coaching/subscription option as well as related employer-focused programming.
Noteworthy for a firm of this size, Advise publicly references third‑party registration and ratings information (including a BrokerCheck link and CRD disclosure) and discloses the use of custodial and sub‑advisory platforms rather than keeping all execution in‑house. It also separates coordination of tax/accounting services and custodial/sub‑advisor technology from its advisory oversight, retaining discretionary control of custom‑indexed portfolios while charging discrete fees for coordination and subscription services.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Equity compensation tax strategy
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Professional Services Coordination fee: $90 per tax cycle
$0 - $500,000: 0.95% $500,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Financial Planning hourly fees $300 to $1000 per hour
Advise Financial Coaching subscription: $399 per month
Account minimum: $50,000 Minimum fee: Professional Services Coordination fee: $90 per tax cycle Fee-only: Financial Planning hourly fees range from $300 to $1,000 per hour; Planning packages at $300 per hour for 4, 7, and 12 hour packages; Coaching subscription at $399/month; Empowerment service starting at $5,000/month
Main office location
Advise Financial
10055 Yamato Road, Suite 202
Boca Raton FL 33498, United States
Number of offices
1
Most active in
Advise Financial has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(561) 45482-84
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