Brandon Diaz
Entelevest · Coral Gables, Florida
Brandon Diaz is a fee-only financial advisor at Entelevest in Coral Gables, Florida, who holds the CFP credential. Entelevest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Entelevest |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.0M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7418281 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.entelevest.com |
| Profile |
How Brandon's firm compares
- Entelevest's average account is about $525,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Brandon
Is Brandon Diaz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Entelevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Entelevest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Diaz based?
Brandon Diaz is based in Coral Gables, Florida.
What credentials does Brandon Diaz hold?
Brandon Diaz holds the CFP credential.
Is Brandon Diaz registered with the SEC?
Yes. Brandon Diaz is registered as an investment adviser representative in FL (CRD 7418281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Entelevest manage?
Entelevest reports $147.0M across 280 accounts in assets under management.
How do I contact Brandon Diaz?
Through Brandon's website, www.entelevest.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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