Flores Wealth Planning is a registered investment advisor based in New York, NY, founded in 2014 by Arthur Flores. The firm provides comprehensive financial planning, investment consultation, and ongoing portfolio supervision to individuals and families from all walks of life. Services cover cash flow and budgeting, education funding, retirement planning, risk management, tax planning, and estate planning. Flores Wealth Planning operates as a fiduciary, legally required to put clients' interests first. The firm utilizes modern portfolio theory and passive investment strategies, typically recommending low-cost index funds and exchange-traded funds, and may utilize third-party managers when appropriate. Additionally, the firm offers real-time planning sessions, educational workshops, and employee benefit plan consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are calculated based on the average account value of the previous calendar month and billed monthly in arrears. Accounts for the same individual or family members may be aggregated for fee discounting purposes.