Flynn Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,004,847
Total clients
141
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
141
Average account size
$581,595
About
Flynn Financial provides investment advisory and financial planning services to individual clients (including both non‑HNW and high‑net‑worth individuals) and to small businesses sponsoring retirement plans such as 401(k), 403(b), SIMPLE, SEP and profit‑sharing plans. The brochure describes ongoing portfolio management, advisor‑directed and advisor‑supported portfolio programs, educational funding planning, and the use of third‑party separately managed accounts through Envestnet.
The firm constructs customized portfolios using asset allocation and diversification informed by fundamental, technical and cyclical analysis, and may manage accounts on a discretionary basis while employing long‑ and short‑term trading and options strategies when appropriate. Portfolios are tailored for tax sensitivity, liquidity and income distribution needs, and the firm combines proprietary screening techniques with classic valuation methods while conducting periodic due diligence of service providers that use artificial intelligence or machine‑learning tools.
Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents and may earn separate commission compensation for insurance and annuity sales, a relationship the firm identifies as a potential conflict of interest. The firm also explicitly provides retirement plan services — including plan design, setup, participant education and ongoing employer support — a service mix that is less common among similar independent advisory firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Flat fees from $1,000 to $10,000 for financial planning projects
$0 - $100,000: 0.95% $100,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Commission-based compensation earned by licensed insurance agents for selling insurance products
Up to $250 per hour for financial planning services
Fee-only: Hourly fees up to $250/hour; Flat fees range from $1,000 to $10,000 for financial planning
Main office location
Flynn Financial, LLC
2812 Scranton Carbondale Highway, Suite 100
Blakely PA 18447, United States
Number of offices
1
Most active in
Flynn Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · Pennsylvania
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.
Is not active or affiliated with:
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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
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