# Gianfranco Rastelli

> Gianfranco Rastelli is a fee-only financial advisor at B1 Financial in Aventura, Florida. Gianfranco focuses on retirement planning, estate & legacy planning and tax planning. B1 Financial reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** B1 Financial
- **Based in:** Aventura, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $39.7M across 72 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 8270694 (https://adviserinfo.sec.gov/individual/summary/8270694)
- **SEC registration:** Investment adviser representative in NY, OH
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.b1.financial/

## Frequently asked questions

### Is Gianfranco Rastelli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gianfranco holds no broker registration, and B1 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gianfranco charge for financial advice?

Gianfranco's firm, B1 Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Gianfranco Rastelli based?

Gianfranco Rastelli is based in Aventura, Florida.

### What does Gianfranco specialize in?

Gianfranco's specialties include retirement planning, estate & legacy planning and tax planning. Gianfranco works with retirees.

### Is Gianfranco Rastelli registered with the SEC?

Yes. Gianfranco Rastelli is registered as an investment adviser representative in NY and OH (CRD 8270694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B1 Financial manage?

B1 Financial reports $39.7M across 72 accounts in assets under management.

### How do I contact Gianfranco Rastelli?

Through Gianfranco's website, www.b1.financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8270694): 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.b1.financial/): 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.