Financial Solutions

Financial Advisor in Pasco County, FL

Firm Info
Address: 1336 Hoversham Dr, New Port Richey, FL 34655, USA
Phone: (727) 494-7618

Firm Size
Assets Under Management: $953.4 million
# of Advisors: 6
# of Clients: 2,014
Client to Advisor Ratio: 336:1
Average Account Size: $473,370
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Financial Solutions, LLC Overview

Financial Solutions, LLC is a fee-based investment advisory firm that has been in business since 2016. The firm's headquarters are located in Waukesha, WI. As a registered investment advisory firm, Financial Solutions offers its services as a broker-dealer representative and insurance broker/agent, while also providing investment advice to its clients. With a range of services on offer, individuals, as well as small and large businesses, can benefit from Financial Solutions' expertise. One of the primary services offered by Financial Solutions is financial planning, which helps clients to manage their wealth and achieve their long-term goals. Additionally, the firm offers portfolio management services to both individuals and small businesses, as well as businesses or institutional clients. With a focus on customer satisfaction and a strong dedication to transparent fee structures, Financial Solutions seeks to provide clients with the best possible investment outcomes. Pension consulting services are another key offering available from Financial Solutions. In addition to advising clients on their pensions, the company provides recommendations on investment strategies and portfolio management. Finally, the firm can even help clients to select additional advisors who can provide complementary services to support their investment objectives. With a focus on superior customer service, Financial Solutions is a trusted partner for anyone seeking to build a strong investment portfolio.

FINANCIAL SOLUTIONS, LLC is a financial services firm that caters to a diverse range of client types. They work with individuals looking to manage their personal finances, high net worth individuals seeking comprehensive wealth management solutions, pension or profit sharing plans in need of professional investment advice, charitable organizations looking to maximize their endowment fund growth, and other corporate entities requiring financial management and planning support. To cater to the specific needs of their clients, FINANCIAL SOLUTIONS, LLC offers a range of fee structures. Clients have the option of paying a percentage of their assets under management, allowing them to enjoy ongoing support and expert advice on how best to manage their investments. Alternatively, clients can choose to pay hourly fees, where they only incur charges for the time spent consulting with FINANCIAL SOLUTIONS, LLC. Fixed fees are also available in some cases, providing a predictable and transparent cost structure. Finally, for some services, commissions may apply, with payment based on the successful completion of a particular investment project or transaction. With a variety of fee structures to choose from, clients can select the model that best suits their needs and budget, ensuring that they receive the highest level of service and support from FINANCIAL SOLUTIONS, LLC.

Typical Clients, Fee Structures & Investment Minimum

Financial Solutions, LLC (FS) has a minimum account fee of $1,000 for accounts managed on a discretionary basis, which implies a minimum portfolio size of $100,000 at the highest fee tier. However, FS may waive this minimum requirement at its discretion. Additionally, FS requires a minimum fee of $5,000 for retirement plans, which implies a minimum plan size of $500,000 at the highest fee tier. Again, FS may waive this required minimum. For one-time financial planning services for non-advisory clients, FS requires a minimum fee of $500 payable in advance.

How This Office Can Help Pasco County, FL Residents

Financial Solutions provides a comprehensive range of financial services to clients in Pasco County, FL. One of the primary ways in which we assist our clients is through personalized financial planning. Many residents of Pasco County face unique financial situations, including managing debt, saving for retirement, and investing in real estate. Our team of experienced financial planners work with clients one-on-one to develop customized financial plans tailored to their specific needs and goals. In addition, we also offer a range of investment products and services to help clients grow their wealth and achieve long-term financial success. Our team can assist with retirement planning, college savings plans, and other investments to help clients protect their financial futures. Whether you're just starting out in your career or planning for retirement, Financial Solutions can help you navigate the complex world of finance and achieve your financial goals.

To view the Minimum Investment and Fee Schedule for Financial Solutions, LLC, visit their Part 2 Brochure.

Services Offered by Financial Solutions, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Solutions, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1336 Hoversham Dr, New Port Richey, FL 34655, USA
Phone (727) 494-7618
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1900 AIRPORT ROAD, SUITE A, WAUKESHA, WI 53188, United States

This firm has no other locations.

State Registrations

Financial Solutions, LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Michigan
  • Minnesota
  • Nebraska
  • North Carolina
  • Ohio
  • Oklahoma
  • South Carolina
  • Texas
  • Washington
  • Wisconsin

Disciplinary History

Financial Solutions, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs