Flores Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate is $300 per hour that, will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.”

Annual fee

$500⁠-⁠$10,000/yr

“We also offer our financial planning, investment consultation, and real-time planning on a fixed-fee basis, typically ranging from $500 to $10,000 annually.”

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

How Flores Wealth Planning, LLC bills

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

• “We may also assess a fixed fee for our educational workshops, that are payable by the individual attendee or the workshop sponsor, such as an association or employer.”
• “The fee is announced and generally due in advance of the presentation.”
• “This work will commence immediately after the fee is paid and will be completed within the first 30 days of the date the fee is paid Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”

How Flores Wealth Planning, LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 14 of the 69 other planners in New York that publish an hourly rate charge less.
• Its annual fee of $500-$10,000 spans the New York median of $6,250. 45% of the 80 other New York planners that publish an annual fee charge less.
• 9 of the 22 other planners in New York that publish an annual fee charge less.

About Flores Wealth Planning, LLC

• Principal: Arthur Flores
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

1% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$2,967,919

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173706

Website

floreswealthplanning.com (opens in new tab)

Phone

(917) 740-3898

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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