# Felipe Mardakis

> Felipe Mardakis is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Felipe focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/felipe-mardakis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Proxy Wealth
- **Based in:** Windermere, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $83.3M across 614 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 7744484 (https://adviserinfo.sec.gov/individual/summary/7744484)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 25 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.proxywealth.com

## Frequently asked questions

### Is Felipe Mardakis a fee-only financial advisor?

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

### How does Felipe charge for financial advice?

Felipe's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Felipe Mardakis based?

Felipe Mardakis is based in Windermere, Florida.

### What does Felipe specialize in?

Felipe's specialties include tax planning and small business owners. Felipe works with founders.

### Is Felipe Mardakis registered with the SEC?

Yes. Felipe Mardakis is registered as an investment adviser representative in FL (CRD 7744484), 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 Proxy Wealth manage?

Proxy Wealth reports $83.3M across 614 accounts in assets under management.

### How do I contact Felipe Mardakis?

Through Felipe's website, www.proxywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7744484): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.proxywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.