The Florio Wealth Management Group

Overview

The Florio Wealth Management Group is a small, corporation-structured advisory firm that emphasizes financial planning and pension consulting services rather than large-scale discretionary portfolio management. The firm is SEC-registered (since 2017) and owned by an individual, and its regulatory profile classifies it as unclassified and not a capital allocator. Its filing indicates the firm does not position itself as an ESG investor and it is not designated as a multistate adviser. Fee arrangements reported include hourly charges, fixed fees and other non-AUM billing methods, which aligns with a consultative, planning-first business model. Although the firm lists pension consulting among its advisory activities, it is not separately designated as a pension consultant in the filing, suggesting pension work is provided as part of broader planning engagements rather than large institutional retirement-plan consulting.

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Investments & Alternatives

Location & Offices