Fleishel Financial Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
63
0% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$0
About
Fleishel Financial Associates provides broad-based financial planning, consulting, and retirement plan asset-allocation advice to a mix of clients that includes pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and plan participants. The firm produces written financial plans, offers ongoing planning cycles or limited-scope consultations, and coordinates with clients’ other professional advisers as part of its service model.
The firm emphasizes asset allocation and manager selection using both fundamental and technical analysis and generally implements managed strategies through an affiliated registered investment adviser rather than directly managing client portfolios. Advisors provide periodic reviews and continued planning support through fixed-scope engagements or hourly consulting and do not exercise discretionary trading authority over client accounts on behalf of the firm.
Notably, Fleishel departs from the common AUM-based billing model used by many peers, favoring fixed retainers, hourly or plan‑specific arrangements instead of percentage-of-AUM fees, and it does not directly provide discretionary portfolio management for individual accounts. The advisory team is dually registered with an affiliated broker‑dealer and investment adviser and also holds insurance licenses; the brochure discloses the potential for additional commission-based compensation arising from those affiliations.
Client services
Expertise
Fee options
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.
Main office location
Fleishel Financial Associates, Inc.
812 North Woodland Blvd.
Deland FL 32720, United States
Number of offices
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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