Maslar Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,932,349
Clients
18
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$162,908
About
Maslar Financial serves individual and family clients and offers a mix of financial planning, investment management, financial education, insurance services, tax return preparation, and consulting. The firm is a small, solo-practitioner RIA that recently added investment management to its offerings and reports having a modest amount of client assets under management.
The firm's investment approach is grounded in Modern Portfolio Theory and an efficient‑markets perspective, emphasizing strategic asset allocation implemented primarily with low‑cost index funds and ETFs. Portfolios are monitored and rebalanced, and the firm may manage client accounts on a discretionary basis while using portfolio analysis software and third‑party model portfolios to inform allocation decisions.
What distinguishes this firm from many peers is its combination of advisory, tax, and insurance capabilities: the principal holds tax credentials (including an Enrolled Agent designation) and the firm may prepare federal and state income tax returns, while the firm is also a licensed insurance agency and advisors may sell commissionable life, annuity, and disability products. The firm also offers educational seminars and workshops on a periodic basis and uses a digital custodial and model‑marketplace platform to deliver advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Social Security optimization
General retirement planning
Income planning
General tax planning
Fee options
Negotiated fixed fees for financial planning and consultation services; $295 setup fee for accounts over $50,000, $195 setup fee for $50,000 and under
$0 - $50,000: 0.50% (minimum $250) $50,001 - $1,050,000: 0.80% $1,050,001+: 0.50%
Commission on insurance products when acting as independent insurance agent separate from advisory services
$250 per hour
Account minimum: $50,000 (may be waived at firm's discretion) Minimum fee: $250 minimum annual fee on first $50,000 of assets
Main office location
Maslar Financial
Bradenton FL, United States
Number of offices
1
Most active in
Maslar Financial 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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