Felipe Mardakis
Proxy Wealth · Windermere, Florida
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Windermere, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7744484 |
| Exams passed | Series 65 (2024) |
| Firm size | 25 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.proxywealth.com |
How Felipe's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Felipe
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.
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
- Proxy Wealth 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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