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10/05/2026

Flat-fee advisor vs 1% AUM fee comparison for senior retirees

Published by Alonso Rodriguez Segarra CFP® at 10/05/2026

Is a Flat-Fee Advisor Better Than Paying 1%?

A question practically every retiree with a managed investment portfolio asks is: Does it really make sense to pay 1%, or $10,000 every year for every […]

10/13/2026

Hourly vs Retainer financial advice

Published by Alonso Rodriguez Segarra CFP® at 10/13/2026

Hourly Financial Planner or Ongoing Retainer: How Should Retirees Pay for Financial Advice?

If you are reading this, you’re likely tired of paying a traditional financial advisor a 1% AUM (Assets Under Management) fee just to manage your portfolio. […]

10/27/2026

Fee-Only in Boca Raton

Published by Alonso Rodriguez Segarra CFP® at 10/27/2026

Why Boca Raton Retirees with $2M+ Should Reevaluate Roth Conversions and DIY Wealth Management

I was recently featured in a national financial publication, and I’m excited to share it with you, especially because the reader who submitted the question lives […]

11/12/2026

Driving Status or Building Wealth

Published by Alonso Rodriguez Segarra CFP® at 11/12/2026

Why My Millionaire Clients Drive Old Cars (And What Investopedia Proves About It)

Why Spending More on Cars Than Retirement Threatens Your Financial Freedom Would you believe me if I told you that, on average, people in the United […]

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Our recommendations rely on historical data. Historical performance is not a guarantee of future returns. Advise Financial, LLC is a Florida Office of Financial Regulation registered investment advisor. Advise Financial® is a Registered Trademark. Charles Schwab and Interactive Brokers are independent companies not affiliated with Advise Financial, LLC. For more information read our ADV´s.

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Advise Financial, LLC is a registered investment adviser with the Florida Office of Financial Regulation. (*) This license do not imply or represent a certain level of skill or training, or endorsement by these regulators. Our recommendations are based on historical data. Historical performance is not a guarantee of future performance. Advise Financial and its investment advisory representative (IAR), do not provide legal or tax advice. We offer financial planning services and strongly encourage our clients to always consult with their Certified Public Accountant (CPA) or a qualified tax specialist for all their tax needs.

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