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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-30-2005
- Office Locations
- 1
Office Locations
About Financial Filosophy
Financial Filosophy is a fee-only financial planning and asset management firm based in New York City serving clients nationwide. Owner-led by Frederick John Deyeso III, it delivers tax, estate, retirement and insurance planning alongside portfolio construction using ETFs and mutual funds, with client focus that includes business owners and accounts custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Frederick John Deyeso III
Owner
- CRD
- #4931963
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $6,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Filosophy has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.