CRD: 173706
Flores Wealth Planning, LLC
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 18 clients, or 18 clients per representative. That equates to $164.9K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
ARTHUR FLORES
President
- CRD
- #2495459
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Flores Wealth Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.