Advise Financial, LLC is an independent, fee-only fiduciary financial planning firm located on Yamato Road in Boca Raton, Florida. Founded by CEO Alonso Rodriguez Segarra, CFP®, the practice serves retirees, pre-retirees, and bilingual (English and Spanish) households across Palm Beach County with retirement income planning, Roth conversion and RMD optimization, Social Security timing, and low-cost portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Advise Financial Official Website
Issuer: SEC / Florida Office of Financial Regulation
Notes: Firm CRD #282087 (IAPD File #801-107072); fee-only fiduciary Registered Investment Adviser with zero disciplinary history.
Issuer: Certified Financial Planner Board of Standards
Notes: Founder and CEO Alonso Rodriguez Segarra (Individual CRD #6594218) is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and member of the Fee-Only Network.
Factual details and direct answers about Advise Financial, LLC's services, licensing, and credentials.
How is Advise Financial compensated for retirement planning?
Advise Financial, LLC (CRD #282087) is a strictly fee-only fiduciary firm compensated solely by transparent client fees, never accepting commissions or referral kickbacks.
Does Advise Financial offer bilingual retirement planning in Boca Raton?
Yes, founder Alonso Rodriguez Segarra, CFP® (Individual CRD #6594218) provides comprehensive fee-only retirement and tax-efficiency planning in both English and Spanish.
Where is Advise Financial located in Palm Beach County?
The office is located at 10055 Yamato Road, Suite 202, in Boca Raton, Florida 33498, serving west and central Boca Raton, Delray Beach, and Parkland.
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