Robert Florian is a CFP-designated registered investment advisor at Florian Financial Group LLC, based in Williamsville, NY, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 204 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $1.0M | 0.86% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Location
1825 Maple Road, Suite 240, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a wellness app partner with Well Fit Plus since 2016, making occasional phone calls to discuss app functionality and marketing. This activity is not investment-related.
Employment History
Current Registrations
Florian Financial Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.