PlannerFees

Florek Financial, LLC fees and pricing

Financial planner in Duxbury, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 10, 2026, Florek Financial, LLC charges a quarterly fee of $4,500⁠-⁠$18,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$4,500⁠-⁠$18,000/qtr
“The Advisor charges clients a minimum annual fee of $18,000 or $4,500 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Florek Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are prorated for accounts opened during the quarter.”
  • “Clients may also choose to be billed for services instead of having their fees directly debited from client accounts.”
  • “Fees may be negotiable at the discretion of the Advisor.”

About Florek Financial, LLC

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.6% a year
Minimum
$18,000 minimum fee (stated in brochure)
Clients
94
Employees
2
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$510,993,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
152235
Website
florekfinancial.com (opens in new tab)
Phone
(781) 934-9400

Can advise clients in 2 states: Massachusetts, New York

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