Florida Financial Advisors, LLC

Florida Financial Advisors, LLC (FFA) is a Registered Investment Adviser founded in 2017, providing financial planning and investment advisory services to various clients. FFA is under common ownership with Trinity Wealth Securities, LLC (TWS), a broker/dealer, and Florida Financial Insurance, LLC (FFI), an insurance agency. As of December 31, 2024, FFA had $317,826,011 in discretionary assets under management. FFA offers fee-based financial planning services and manages client investment portfolios on a discretionary basis, tailoring services to meet individual client needs. The firm primarily allocates client assets among mutual funds, ETFs, and individual equity securities. FFA recommends custodians such as Schwab and Fidelity for client accounts. The firm receives benefits from custodians in the form of research and support services. FFA does not vote client proxies and does not have custody of client funds, except for fee debiting purposes. The firm does not charge performance-based fees and does not require a minimum initial investment. FFA's IARs review client accounts at least annually and provide financial planning and investment advisory services to individuals, pension plans, corporations, and other entities. Clients are responsible for directing the voting of proxies and making decisions regarding legal proceedings. FFA has no financial commitments that would impair its ability to meet client obligations.