Francisco Aguilera
Aviance Capital Partners · Winter Park, Florida
Francisco Aguilera is a fee-only financial advisor at Aviance Capital Partners in Winter Park, Florida, who holds the CFP and CFA credentials. Aviance Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aviance Capital Partners |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.13B across 974 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL · CRD 6024692 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.aviancecapitalpartners.com |
How Francisco's firm compares
- Aviance Capital Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 974 accounts).
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Questions about Francisco
Is Francisco Aguilera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Aviance Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francisco charge for financial advice?
Francisco's firm, Aviance Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Francisco Aguilera based?
Francisco Aguilera is based in Winter Park, Florida.
What credentials does Francisco Aguilera hold?
Francisco Aguilera holds the CFP and CFA credentials.
Is Francisco Aguilera registered with the SEC?
Yes. Francisco Aguilera is registered as an investment adviser representative in FL (CRD 6024692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aviance Capital Partners manage?
Aviance Capital Partners reports $1.13B across 974 accounts in assets under management.
How do I contact Francisco Aguilera?
Through Francisco's website, www.aviancecapitalpartners.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
- 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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