Gabriel Markiz
Portland Financial Advisors, Inc. · Port Washington, New York
Gabriel Markiz is a fee-only financial advisor at Portland Financial Advisors, Inc. in Port Washington, New York, who holds the CFP, CPA/PFS and MSFP credentials. Gabriel charges hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $4,000 a year and one-time plans from $5,000) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Portland Financial Advisors, Inc. |
|---|---|
| Based in | Port Washington, New York |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,000 a year · One-time plans from $5,000 · $400 an hour |
| Assets under management | $105.8M across 169 accounts |
| Credentials | CFP · CPA/PFS · MSFP |
| SEC registration | Investment adviser representative in WA · CRD 4673290 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | markizwealth.com |
How Gabriel's firm compares
- Ongoing planning starts at $4,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the New York median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the New York median of $300 for fee-only firms that publish prices.
- Portland Financial Advisors, Inc.'s average account is about $626,000, from its Form ADV (assets managed divided by 169 accounts).
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Questions about Gabriel
Is Gabriel Markiz a fee-only financial advisor?
Yes. Gabriel Markiz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gabriel's firm.
How does Gabriel charge for financial advice?
Gabriel charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Gabriel charge?
According to Portland Financial Advisors, Inc.'s website, checked October 28, 2026: ongoing planning from $4,000 a year; one-time plans from $5,000; $400 an hour.
Where is Gabriel Markiz based?
Gabriel Markiz is based in Port Washington, New York.
What does Gabriel specialize in?
Gabriel's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Gabriel Markiz hold?
Gabriel Markiz holds the CFP, CPA/PFS and MSFP credentials.
Is Gabriel Markiz registered with the SEC?
Yes. Gabriel Markiz is registered as an investment adviser representative in WA (CRD 4673290), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Portland Financial Advisors, Inc. manage?
Portland Financial Advisors, Inc. reports $105.8M across 169 accounts in assets under management.
How do I contact Gabriel Markiz?
Through Gabriel's website, markizwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Portland Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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