# Francisco Anguita Veliz

> Francisco Anguita Veliz is a fee-only financial advisor at Amauta in Alexandria, Virginia. Francisco charges a percentage of assets (2% a year on the first tier of assets managed and a $5,000 asset minimum).

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

## Facts

- **Firm:** Amauta
- **Based in:** Alexandria, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 2% a year on the first tier of assets managed; a $5,000 asset minimum
- **Assets under management (firm):** $15.0M across 53 accounts
- **CRD:** 5347430 (https://adviserinfo.sec.gov/individual/summary/5347430)
- **SEC registration:** Investment adviser representative in DC, MD, VA
- **Exams passed:** Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.amautafinancial.com

## Frequently asked questions

### Is Francisco Anguita Veliz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Amauta 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 charges a percentage of assets.

### How much does Francisco charge?

According to Amauta's website, checked October 30, 2026: 2% a year on the first tier of assets managed; a $5,000 asset minimum.

### Where is Francisco Anguita Veliz based?

Francisco Anguita Veliz is based in Alexandria, Virginia.

### Is Francisco Anguita Veliz registered with the SEC?

Yes. Francisco Anguita Veliz is registered as an investment adviser representative in DC, MD and VA (CRD 5347430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Amauta manage?

Amauta reports $15.0M across 53 accounts in assets under management.

### How do I contact Francisco Anguita Veliz?

Through Francisco's website, www.amautafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5347430): 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.amautafinancial.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.