Daniel Orona
Stonewealth Advisors · Coral Gables, Florida
Daniel Orona is a fee-only financial advisor at Stonewealth Advisors in Coral Gables, Florida, who holds the CFP credential. Stonewealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stonewealth Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.1M across 11 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5089596 |
| Exams passed | Series 63 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Daniel's firm compares
- Stonewealth Advisors's average account is about $460,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Daniel
Is Daniel Orona a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Stonewealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Stonewealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Orona based?
Daniel Orona is based in Coral Gables, Florida.
What credentials does Daniel Orona hold?
Daniel Orona holds the CFP credential.
Is Daniel Orona registered with the SEC?
Yes. Daniel Orona is registered as an investment adviser representative in FL (CRD 5089596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonewealth Advisors manage?
Stonewealth Advisors reports $5.1M across 11 accounts in assets under management.
How do I contact Daniel Orona?
Contact details aren't on file yet. Search for Stonewealth Advisors.
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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