Elaine King Fuentes
Family and Money Matters · Coral Gables, Florida
Elaine King Fuentes is a fee-only financial advisor at Family and Money Matters in Coral Gables, Florida, who holds the CFP credential. Elaine charges an ongoing planning fee and focuses on family wealth transfer, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Family and Money Matters |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $21.5M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2773058 |
| Exams passed | Series 63 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.familyandmoneymatters.com |
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Questions about Elaine
Is Elaine King Fuentes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elaine holds no broker registration, and Family and Money Matters reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elaine charge for financial advice?
Elaine charges an ongoing planning fee.
Does Elaine work with clients virtually?
Yes. Family and Money Matters says on its website that it works with clients remotely.
Where is Elaine King Fuentes based?
Elaine King Fuentes is based in Coral Gables, Florida.
What does Elaine specialize in?
Elaine's specialties include family wealth transfer, estate & legacy planning and small business owners. Elaine works with multi-generational families.
What credentials does Elaine King Fuentes hold?
Elaine King Fuentes holds the CFP credential.
Is Elaine King Fuentes registered with the SEC?
Yes. Elaine King Fuentes is registered as an investment adviser representative in FL (CRD 2773058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family and Money Matters manage?
Family and Money Matters reports $21.5M across 36 accounts in assets under management.
How do I contact Elaine King Fuentes?
Through Elaine's website, www.familyandmoneymatters.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
- Family and Money Matters 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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