KE
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Keira Espada

7 Years of Experience
Deland, FL
Broker

Keira Espada is a registered investment advisor at Fleishel Financial Associates, INC., based in Deland, FL, with 7 years of industry experience. Keira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

FFA offers a 12-month annual retainer for planning services, with the fee depending on the level of service the client chooses.

FFA offers broad-based financial planning and consulting services for a fixed fee, determined by the scope of work and complexity of the client's situation. A deposit of 50% of the total estimated fee is due in advance, and the remainder is due upon completion of the services. FFA also offers general consulting services at a non-negotiable hourly rate of $300.

Hourly Rate:$300/hr
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Location

812 North Woodland Blvd., Deland, FL, 32720

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fleishel Financial Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2020 - July 2023 · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
November 2018 - July 2023 · 4 yrs 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.