The Financial Pharmacist, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
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
20
LowAverage account size
$0
About
The Financial Pharmacist, Inc. is an independent advisory firm operated by a single advisor and serving roughly 20 individual (non‑high‑net‑worth) clients. Its Form ADV Part 2 brochure describes the advisory services it provides, and the brochure explicitly indicates the firm does not provide portfolio management for individual clients.
The brochure sets out the firm's methods of analysis, investment strategies, and account review procedures (see Items 8 and 13), and the absence of individual portfolio management implies the firm delivers advice on a non‑discretionary or consultative basis rather than managing client accounts directly. Prospective clients should review those disclosures for specifics on the types of recommendations offered and the risks the firm identifies.
The firm is atypical among independent solo advisers in two respects: it does not offer portfolio management for individuals and it does not use percentage‑of‑assets‑under‑management compensation (see Items 4 and 5). Those distinctions, together with the firm’s small client base, make its service and fee model different from the more common AUM‑based, discretionary practices used by many peers; the brochure’s Items 5 and 7 provide additional detail on fee arrangements and client types.
Client services
Financial planning
Selection of other advisers
Fee options
Fixed fees for financial plans
Hourly charges for financial planning and advisory services
Account minimum: $2,000 Fee-only: Fixed fees for financial planning services
Main office location
The Financial Pharmacist, Inc.
Aventura FL, United States
Number of offices
1
Most active in
The Financial Pharmacist, Inc. 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 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.
-
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.
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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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