F
Financial Analytics, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,724,051
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$482,753
About
The firm provides financial planning and investment supervisory services to individual clients, delivering personalized planning and portfolio management under CFP Board practice standards. It serves a small client base and reports approximately $5.8 million in assets under management across about 15 client relationships.
The firm’s process emphasizes a collaborative planning approach: the scope of engagement is mutually defined, quantitative client information is gathered and analyzed, and recommendations are developed, implemented, and monitored according to the CFP Financial Planning Practice Standards. Advisory accounts are managed on a non‑discretionary basis — the firm does not exercise trading authority — and clients receive custody and trade confirmations directly from qualified custodians; advisory compensation is billed on an asset‑based or hourly basis.
Noteworthy features disclosed in the brochure include that the firm’s manager is also a registered representative of a broker‑dealer (American Equity Investment Company) and a licensed insurance agent, and may offer variable annuities, mutual funds, and insurance products for which the manager receives commissions; the brochure states the firm does not add an advisory fee to manage those insurance policies. The combination of primarily non‑discretionary advisory services together with ongoing brokerage and insurance activities is relatively uncommon among independent advisers and is explicitly disclosed as separate, commission‑based activities.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
$0+: 0.5% N/A+: 1%
$125.00 per hour, billed in 6 minute increments
Main office location
Financial Analytics, LLC
Melbourne FL, United States
Number of offices
1
Most active in
Financial Analytics, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 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.
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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.
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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
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