Gianfranco Rastelli
B1 Financial · Aventura, Florida
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | B1 Financial |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.7M across 72 accounts |
| SEC registration | Investment adviser representative in NY, OH · CRD 8270694 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.b1.financial |
| Profile |
How Gianfranco's firm compares
- B1 Financial's average account is about $552,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Gianfranco
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.
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
- B1 Financial 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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