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The fee is billed in advance and is negotiable.","source":"10 16 2026 FLA FORM ADV PART 2A AND 2B FINAL, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Flavin Financial Services use?","answer":"Flavin Financial Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $119M and Charles Schwab & Co., Inc. (Westlake, TX), with $73.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Flavin Financial Services have?","answer":"Flavin Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Flavin Financial Services invest in?","answer":"At the end of its last fiscal year, Flavin Financial Services’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities, 7% U.S. government and agency bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Flavin Financial Services?","answer":"Flavin Financial Services’ direct owners are Barbara Nooney (50% to 75%) and Matthew Treskovich (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Flavin Financial Services get paid?","answer":"Flavin Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}