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.
At Advise Financial, founded in 2016 on the conviction that a Fee-Only financial advisory model is truly best for you, your financial well-being is our top priority. We offer comprehensive financial planning, portfolio management, and hourly consultations. Our hourly service is ideal for those looking to validate their current portfolio and confirm they're on a beneficial path. Our services are designed for individuals and families, especially those nearing or already in retirement. It's crucial to understand that, as a Fee-Only firm since day one, we don't sell financial products. Our advice is entirely unbiased and fiduciary, meaning we always act exclusively in your best interests and accordance with your needs. We specialize in Roth conversions and RMDs, and we develop robust strategies to support your retirement income. We're also dedicated to educating the community, particularly retirees and pre-retirees. We recognize the significant concern about optimizing withdrawals, and our goal is to empower individuals to make informed decisions and validate their existing financial plans, helping them build a confident path to retirement.
General Information |
| Firm Start Year: | 2016 | |
| No. of Employees: | 5-9 | |
| States Licensed in: | FL,TX, CA |
| Number of Years with Current Firm: | 7 |
| 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 |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
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 |
FAQs |
Do you have a customer satisfaction or refund policy?Absolutely. Your satisfaction is paramount. If our service doesn't add value for you, we'll refund your money. |
Why should I choose you as my financial advisor?Choose Advise Financial for unbiased, fiduciary advice: your interest is always our only interest. We don't sell financial products, eliminating conflicts of interest. We empower you through education and provide clear, actionable plans, especially for high-net-worth retirees, optimizing taxes (including Roth conversions and RMDs) and managing wealth. With us, you get a trusted partner focused purely on your financial confidence, not commissions. |
How do you charge for your services?We operate on a transparent fee-only model. For our comprehensive planning and portfolio management services, you pay a transparent fee. Additionally, we offer hourly, one-time consultations for specific needs. You'll always know exactly what you're paying, with no hidden commissions, product sales, or annuities influencing our impartial recommendations. We focus exclusively on your financial well-being. |
What services do you provide? What are your specialties?We offer comprehensive financial planning, portfolio management, and hourly consultations to validate your strategy. Our specialty is tax optimization for retirees and pre-retirees; we are experts in Roth conversions, RMDs, and creating robust strategies for your retirement income. Additionally, we educate the community with free monthly webinars. |
What is your experience? How many clients do you currently manage?With 27 years of experience, our founder, Alonso Rodriguez Segarra, is a top-tier CFP, recognized as a "Top 100 Financial Advisor" by Investopedia and ETF.com. Beyond his extensive track record, we prioritize quality relationships and personalized attention, managing a select number of clients to ensure dedicated, strategic support tailored to your goals. |
Disclosures |
| https://adviserinfo.sec.gov/firm/brochure/282087 |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Sun. | 11:00 AM - 3:00 PM |
| Mon. | 9:00 AM - 7:00 PM |
| Tue. | 9:00 AM - 7:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 7:00 PM |
| Sat. | 11:00 AM - 7:00 PM |
| Palm Beach, Boca Raton, Manalapan, Júpiter Island, Wellington, Highland Beach, Palm Spring, West Palm Beach, Boynton Beach, Delray Beach, Júpiter |
This recognition highlights the top 100 advisors, who have demonstrated exceptional growth, leadership, and expertise in helping clients navigate the ever-evolving world of exchange-traded funds (ETFs).
Alonso has been named among the 100 Top Most Influential Advisors by Investopedia in 2023
| Bank Transfer | Visa |
| MasterCard | Discover |
https://www.etf.com/sections/features/leaders-talk
When: 01/13/2025
Details:Advise Financials Alonso Rodriguez Segarra shares his journey on becoming a financial advisor who puts clients needs first. ...more
SHOUTOUT MIAMI
When: 12/13/2024
Details:Meet Alonso Rodriguez Segarra | Hourly Financial Planner ...more
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