Carlos Rodrigues: fee-only financial advisor in Livingston

Specialties

Facts

Firm	Fortune Financial
Based in	Livingston, New Jersey
Fee model (firm's Form ADV)	Percentage of assets · Fixed fees
Accepting new clients	Yes
Assets under management	$850K across 6 accounts
SEC registration	Investment adviser representative in NJ · CRD 5085430
Exams passed	Series 65 (2006)
Firm size	1 employee
Disclosures	Reported; see the SEC record
Website	www.ff-advisors.com

How Carlos's firm compares

Fortune Financial's average account is about $142,000, from its Form ADV (assets managed divided by 6 accounts).

What fee-only advisors charge in New Jersey

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Questions about Carlos

Is Carlos Rodrigues a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Fortune Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Carlos charge for financial advice?

Carlos's firm, Fortune Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Carlos Rodrigues based?

Carlos Rodrigues is based in Livingston, New Jersey.

What does Carlos specialize in?

Carlos's specialties include retirement planning and estate & legacy planning.

Is Carlos Rodrigues registered with the SEC?

Yes. Carlos Rodrigues is registered as an investment adviser representative in NJ (CRD 5085430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Fortune Financial manage?

Fortune Financial reports $850K across 6 accounts in assets under management.

How do I contact Carlos Rodrigues?

Through Carlos's website, www.ff-advisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in New Jersey

Other advisors in New Jersey who focus on retirement planning

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
Fortune Financial website : specialties, clients served, and fees, checked October 30, 2026
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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