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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2013
- Office Locations
- 1
Office Locations
About FI3 Financial Advisors, LLC
Fi3 Financial Advisors is an independent, fee-only RIA and multi-family office serving as “Family CFO” to high-net-worth and multigenerational families, including entrepreneurs and executives. The firm provides fiduciary financial planning and investment management with transparent, product-neutral advice (no commissions or revenue sharing) and a team that includes CPAs and CFP professionals, coordinating with clients’ other advisors. Custody commonly via Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
MICHAEL J DEL PRIORE
Chief Compliance Officer
- CRD
- #6221161
- Ownership
- Less than 5%
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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Alexander Alessia
Associate Financial Advisor
- CRD
- #7265567
AMY RENAE HLAVACEK
Consultant
- CRD
- #7189430
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $975,327,898 | $687,335 |
| Non-Discretionary | $163,572,852 | $730,236 |
| Total | $1,138,900,750 | $693,184 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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