Fiori Financial Group

Fiori Financial Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fort Lauderdale, Florida. On its latest Form ADV, filed March 25, 2026, it reports $567M in regulatory assets under management, 224 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	318641 · SEC file 801-127015
Office	205 South East 20th ST Fort Lauderdale, FL 33316
Phone	(954) 763-2600
Website	fiorifg.com
Regulatory assets under management	$567M ($565M discretionary)
Individual clients	122 non-high-net-worth, 102 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management, Pension consulting
Employees	8
Disciplinary disclosures	None reported
Latest Form ADV filing	March 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Fort Lauderdale

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• Financial Planning Services, Inc. $20M
• Wolfson Private Wealth, LLC $2.7M
• Roschman Capital Advisors, LLC $1.4M

See all 17 fee-only advisers in Fort Lauderdale →

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