Ana Arguello
Azzendo Wealth Advisors · Coral Gables, Florida
Ana Arguello is a fee-only financial advisor at Azzendo Wealth Advisors in Coral Gables, Florida, who holds the CFP credential. Azzendo Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Azzendo Wealth Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.1M across 642 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6643845 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cathypareto.com |
How Ana's firm compares
- Azzendo Wealth Advisors's average account is about $467,000, from its Form ADV (assets managed divided by 642 accounts).
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Questions about Ana
Is Ana Arguello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ana holds no broker registration, and Azzendo Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ana charge for financial advice?
Ana's firm, Azzendo Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ana Arguello based?
Ana Arguello is based in Coral Gables, Florida.
What credentials does Ana Arguello hold?
Ana Arguello holds the CFP credential.
Is Ana Arguello registered with the SEC?
Yes. Ana Arguello is registered as an investment adviser representative in FL (CRD 6643845), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azzendo Wealth Advisors manage?
Azzendo Wealth Advisors reports $300.1M across 642 accounts in assets under management.
How do I contact Ana Arguello?
Through Ana's website, www.cathypareto.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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