Summary

Flores Wealth Planning

Founded in 2014

Description

Flores Wealth Planning is a NYC fee-only fiduciary financial planning company. Arthur Flores, CFP, is a certified financial planner who serves individuals, families, and business owners. The company offers a free initial consultation and helps clients...

Strengths

  • Revenue generated per employee is greater than industry average

Weaknesses

  • Flores Wealth Planning has a very small market share in their industry

Annual Revenue

Flores Wealth Planning's annual revenue

$1099000

Based on Kona Equity data

  • Revenue per employee

    $183167

  • Annual revenue growth since founding

    $109900

Employee Count

6 employees

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.

Location

800 3rd Ave Ste 2800 4300
New York, NY  10022

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Covenant Wealth Advisors

covenantwealthadvisors.com
  • Founded in 2010
  • Location: Williamsburg, VA
  • Annual Revenue: $5.1M
  • Employees: 8
  • Covenant Wealth Advisors is an award winning fee-only financial advisor and financial planner helping individuals plan and invest for retirement in Richmond and Williamsburg, VA.

Selkirk Wealth Advisors

selkirkwealth.com
  • Founded in 2014
  • Location: Spokane, WA
  • Annual Revenue: $2.4M
  • Employees: 7
  • Selkirk Wealth Advisors offers fee-only comprehensive financial planning, asset & wealth management services exclusively for high net worth clients.

Estes Wealth Strategies

esteswealthstrategies.com
  • Founded in 1998
  • Location: Fairfax, VA
  • Annual Revenue: $1.1M
  • Employees: 4
  • Helping clients achieve their financial goals since 1998. Financial advisor and CERTIFIED FINANCIAL PLANNER(TM) John Estes provides customized financial planning and investment management services to individuals, businesses, and nonprofits in ...

Burnette Financial Planning

burnetteplanning.com
  • Founded in 2011
  • Location: Lake Charles, LA
  • Annual Revenue: $5.2M
  • Employees: 12
  • Burnette Financial Planning (BFP) is a fee-only financial planning firm that provides comprehensive, holistic financial planning services. With over 50 years of combined experience, BFP is an independent fiduciary firm that delivers balanced and unbias...

Constant Guidance Financial LLC

cgfadvisor.com
  • Founded in 2014
  • Location: North Attleboro, MA
  • Annual Revenue: $1.3M
  • Employees: 3
  • Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth

Core Wealth Management

core-wm.com
  • Founded in 2012
  • Location: Jupiter, FL
  • Annual Revenue: $1.1M
  • Employees: 4
  • A Fee-Only, Fidicuary, Financial Planning and Investment Management Firm. Our team of highly-trained CFP and Wealth Management professionals are committed to serving your best interests exclusively.

Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Flores Wealth Planning.

See similar companies

Frequently Asked Questions

Where is Flores Wealth Planning located?

Flores Wealth Planning's headquarters are located at 800 3rd Ave Ste 2800 4300 New York, NY  10022.


What is Flores Wealth Planning's official website?

Flores Wealth Planning's official website is floresfinancialplanning.com


What is Flores Wealth Planning's revenue?

Flores Wealth Planning's annual revenue is $1.1 M.


What is Flores Wealth Planning's SIC code?

Flores Wealth Planning's SIC: 62; 628


What is Flores Wealth Planning's NAICS code?

Flores Wealth Planning's NAICS: 52; 523.


How many employees does Flores Wealth Planning's have?

Flores Wealth Planning has 6 employees


What industry does Flores Wealth Planning belong to?

Flores Wealth Planning is in the industry of Investment management.

Next step

Visitors review