McCloskey & Associates, P.A.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,340,000
Clients
21
5% 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
21
TypicalAverage account size
$301,905
About
McCloskey & Associates, P.A. advises individuals and high-net-worth individuals through discretionary asset management, financial planning and consulting, and referrals to third‑party money managers. The firm reported about $4.08 million in discretionary assets under management and serves a small client base.
The firm emphasizes continuous, individualized account supervision, building portfolios that can include individual stocks and bonds, ETFs, options and mutual funds, and conducting at least quarterly reviews and rebalancing as appropriate. It also uses third‑party solutions, including an Envestnet overlay and outside money managers, and employs both long‑term and short‑term investment strategies depending on client objectives.
Distinctive aspects of the practice include representatives’ licensed insurance activity and a suite of planning services that explicitly address asset protection, real estate analysis and cost‑segregation studies, which are less common among similarly sized independent advisers. The brochure discloses the potential conflict created by insurance sales and describes disclosure and client‑choice procedures the firm uses to mitigate that conflict.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Fee options
Generally range from $750 to $15,000; asset protection services 2% to 10% of assets involved
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% Above $5,000,000+: 0.60%
$200 per hour
Fee-only: Hourly fees $200; Flat fees range from $750 to $15,000; Asset protection fees 2% to 10% of assets involved
Main office location
McCloskey & Associates, P.A.
601 E. Strawbridge Ave, Suite 101
Melbourne FL 32901, United States
Number of offices
1
Most active in
McCloskey & Associates, P.A. 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")