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Fleishel Financial Associates
At Fleishel Financial Associates, we help coordinate all of your financial matters to simplify your life, increase clarity and monitor your progress, creating...
Fleishel Financial Associates
At Fleishel Financial Associates, we help coordinate all of your financial matters to simplify your life, increase clarity and monitor your progress, creating confidence on your path to financial independence. Our mission is to help you gain control of your entire financial life by keeping you focused on getting the financial results you’re hoping to achieve. Visit our website and learn more at https://www.fleishelfinancial.com or call 386-738-1800. --- Securities offered through Raymond James Financial Services, Inc. Fleishel Financial Associates is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Services Advisors, Inc. and Fleishel Financial Associates. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures; http://raymondjames.com/smicd.htm. Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and / or members.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Deland
Corporate office
Houston, TX, United States
Frequently asked questions
What is Fleishel Financial Associates' investment philosophy?
The firm structures custom portfolios designed for long-term wealth preservation and tax efficiency. Investment strategies span equities, fixed income, and alternative assets, with particular attention to tax-aware rebalancing and municipal bond positioning. Portfolios are tailored to individual client circumstances, with emphasis on managing concentrated stock positions common among Houston energy and business executives.
Does Fleishel Financial Associates serve institutional clients or only families?
The firm primarily serves high-net-worth individuals, families, and retirement plan sponsors. Its client base is concentrated among Texas business owners, corporate executives, and multi-generational families. Institutional separate account management or commingled fund offerings are not a disclosed part of the firm's current model.
How is the firm compensated?
Fleishel Financial Associates operates under a fee-only structure, charging clients based on assets under management or fixed planning fees. The firm does not accept commissions or sell proprietary products, which removes the conflict of interest associated with commission-based advisory models. This aligns the advisor's incentives with client portfolio outcomes.
What expertise does the firm bring to concentrated stock and energy-related wealth?
The firm's Houston location has given it decades of exposure to clients whose net worth is tied to publicly traded energy equities, oil-and-gas royalty interests, and closely held operating businesses. Its planning work addresses diversification strategies, tax-efficient share disposal, and integration of illiquid legacy holdings into a broader family balance-sheet framework.
Does Fleishel Financial Associates offer tax preparation or legal services?
The firm does not provide tax preparation or legal services directly, but coordinates with clients' CPAs and estate attorneys as part of its comprehensive planning offering. Tax strategy—especially around concentrated positions, charitable giving, and generational transfers—is a central pillar of its advisory work.
What geographic area does the firm cover?
Fleishel Financial Associates is headquartered in Houston, Texas, and its client relationships are predominantly concentrated in the greater Houston metropolitan area and broader Texas region. The firm's advisory footprint reflects decades of relationship-building within the local energy, medical, and professional-services communities.
How does Fleishel Financial Associates approach alternative investments?
The firm incorporates alternative investments into client portfolios for qualified purchasers seeking additional diversification. These allocations may include private real estate, hedge fund strategies, or private equity funds, depending on client liquidity needs and risk profiles. Alternative positions are blended alongside traditional public-market holdings rather than dominating portfolio construction.
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