CRD: 173706
Flores Wealth Planning, LLC
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-17-2015
- Office Locations
- 1
Office Locations
About Flores Wealth Planning, LLC
Flores Wealth Planning, led by Arthur Flores, CFP, provides fee-only, fiduciary financial planning and investment management for individuals, families, and business owners (typically $250k+ investable assets). Portfolios emphasize diversified asset allocation using low-cost index mutual funds and ETFs. The firm delivers digital-first, interactive action plans with ongoing accountability and offers virtual (Zoom) or in-person meetings, including evenings; featured in Consumer Reports.
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CRM
Custodian
Investment Themes
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Owner & Executives
ARTHUR FLORES
President
- CRD
- #2495459
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,967,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,967,919 | -- |
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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 |
| Total | Available | Available |
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