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Paladin Research Report For:

Alonso Rodriguez Segarra

Advise Financial

CFP®
1200 N Federal Hwy
Suite 300
Boca Raton, FL 33432
561-454-8284

About Alonso Rodriguez Segarra

Alonso Rodriguez Segarra, founder and CEO of Advise Financial, is a CERTIFIED FINANCIAL PLANNER® with 27 years of experience, dedicated to serving his community in Palm Beach and clients nationwide. Alonso has been recognized as one of the "Top 100 Financial Advisors" in the United States by Investopedia and named among the "Top 100 Financial Advisors Leaders" by etf.com. His passion lies in empowering his clients with financial knowledge to transform their finances and enhance their well-being. With a strong academic background, including a Bachelor's degree in Business Administration (with a concentration in Banking and Finance), a Master's degree in Finance, and a postgraduate degree in Financial Planning from Boston University, Alonso offers comprehensive, objective, hourly financial planning and investment management services. His extensive experience spans both national and international clientele.

See Disclosures

General Information

Firm Start Year
  • 2016
No. of Employees
  • 5-9
CRD#
  • 6594218
Firm CRD#
  • 282087
States Licensed in
  • FL,TX, CA
Years of Experience in Financial Services
  • 27
Number of Years with Current Firm
  • 7
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • English - Spanish
Advisory Services Provided
  • Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, 401K Rollovers

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65

Firm Information

Assets Managed by Firm
  • $37,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500000
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • 0.75
Hourly Rate
  • $300

Disclosures

https://adviserinfo.sec.gov/firm/brochure/282087

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892889/paladinregistry-Advise-Financial-detailed-disclosure.html