Florek Financial, LLC

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Client assets under management

$505,912,000

Clients

85% high-net worth

Advisors

of 2 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$5,382,043

About

Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high‑net‑worth clients, including related trusts, estates and retirement accounts. The firm offers integrated services that include financial planning, investment management, tax planning and tax compliance.

Portfolios are built from targeted asset allocations using index and actively managed mutual funds, ETFs and separate account managers, with a primarily long‑term orientation and the flexibility to rebalance as needed. The firm delivers both discretionary and non‑discretionary management, and non‑discretionary accounts require client approval before each trade.

The firm is notable for its accounting affiliation: the principal holds CPA and CFP credentials and the firm provides tax planning, compliance and tax preparation alongside investment advice. Another distinguishing feature is that a substantial majority of its reported $511 million in AUM is managed on a non‑discretionary basis (roughly $366 million non‑discretionary vs. $145 million discretionary), producing a relatively high level of assets per advisor for a firm of its size.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Wealth management Cash flow / budgeting

Fee options

Fixed

Negotiable fees for financial planning and tax compliance services (no specific amounts stated)

Project-based

Negotiable hourly rates for financial planning and tax compliance services (no specific rates stated)

Other

Minimum fee: $12,000 annually or $3,000 per quarter minimum fee Fee-only: Fee-only advisory firm; compensated solely by the client; no commissions

Main office location

Florek Financial, LLC

46 Railroad Avenue, Suite 201

Duxbury MA 02332, United States

Number of offices

Most active in

Massachusetts · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 781-934-9400

Advisors at this firm

Robert F

CFP®

Duxbury, MA

Florek Financial, LLC

Robert Florek is a CFP® professional with 22 years of experience in the financial industry. He has been with Florek Financial, LLC since 2009 and also operates a tax preparation business outside of investment services. Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm integrates financial planning, investment management, and tax services, offering both discretionary and non-discretionary management with a focus on long-term asset allocation.

General retirement planning General tax planning Wealth management Cash flow / budgeting

Paul F

Series 63, Series 65

Duxbury, MA

Florek Financial, LLC

Paul Furcinito is a financial advisor at Florek Financial, LLC in Duxbury, MA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Florek Financial since 2009. Florek Financial, LLC provides customized wealth management and portfolio management services to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers integrated financial planning, investment management, tax planning, and tax compliance, with portfolios built from targeted asset allocations using a mix of index and actively managed funds, ETFs, and separate account managers.

General retirement planning General tax planning Wealth management Cash flow / budgeting

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