Alonso Rodriguez Segarra

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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.

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General Information

Firm Start Year

2016

No. of Employees

CRD#

6594218

Firm CRD#

282087

States Licensed in

FL,TX, CA

Years of Experience in Financial Services

Number of Years with Current Firm

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

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Paladin Research Report For:

Advise Financial