Florence Dupont
Florence Dupont is a CFP-designated registered investment advisor at Financial Decisions, LLC, based in New York, NY, with 29 years of industry experience. Florence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 152 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fee is negotiable at Financial Decisions' discretion.
Fee Estimator
Location
780 Third Avenue, 18th Floor, New York, NY, 10017
Get directionsHistory
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 ActivitiesSells Insurance
Florence is an insurance agent at Insurance Decisions, a life insurance brokerage, dedicating about 10-20% of their time to insurance sales and service. Florence also serves as an officer for two charitable foundations, New Dawn Foundation and Mentoring Tree Foundation, spending minimal time on each.
Employment History
Current Registrations
Financial Decisions, LLC
Previous Registrations
Financial Decisions INC
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Cantella & CO., INC.Broker
R. L. Renck & CO., INC.Broker
State Registrations2 states
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.