Arthur Flores, CFP® Flores Wealth Planning, LLC

Contact this advisor

About Arthur Flores, CFP®

After 19 years working with large NY wealth management firms, I launched Flores Wealth Planning to provide comprehensive financial planning services to those who wanted advice without the sales pressure. Financial planning and personal finance do not have to be complicated. I will simplify this process and help organize your financial life so you can have a plan in place designed to help you achieve your goals and financial independence. A financial plan used to be a 100-page bound report with recommendations. At FWP, we strive to minimize the pages (or eliminate them altogether). Planning will be more interactive to include an action plan and accountability, with online access to most of or all your finances on an ongoing basis. Affordability is important. I will design a plan that fits your financial situation and minimizes the cost by adding a monthly fee structure. I am here to help you plan, grow your savings, and achieve your financial goals and dreams. I look forward to working with you.

Contact this advisor

Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo + $500+ upfront
  • Hourly Fee: $200/hr
  • AUM: 0.90+%
  • Flat Fee: $500+

SEC Records

States Registered

  • New York

File Complaint

Loading...