Fleishel Financial Associates offers broad-based financial planning, consulting, and investment advisory services tailored to individual client needs. Founded in 1990 and based in DeLand, Florida, the firm helps clients manage their income, assets, and liabilities through personalized financial planning covering cash flow, estate taxes, insurance, retirement, and tax analysis. While Fleishel Financial Associates provides the planning and consulting, actual investment management is offered through an affiliated registered investment advisor, Raymond James Financial Services Advisors, Inc. The firm also provides asset allocation advice specifically for retirement plan accounts. Additionally, professionals at Fleishel Financial Associates may act as registered representatives of a broker-dealer or as independent insurance agents, earning separate commissions on the sale of securities or insurance products, which creates a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Rate applies to retirement plan asset allocation services and is negotiable up to a maximum of 2.25% per year. Investment management services are provided through an affiliated firm.