Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.
The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
|Firm Start Year:||2019|
|No. of Employees:||5-9|
|Name of Custodial Firm:||Charles Schwab and Fidelity|
|Work Experience:||Over 60 Years of combined experience to guide clients puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Mutual Funds|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices|
|Firm's Number of Clients:||400|
|Firm's Number of Planning Clients:||400|
|Firm's Number of Managed Clients:||400|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Flat Fee|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors.
Additional Detailed Disclosures
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 4:00 PM|
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