Guido Valli
FDI Wealth Management · Miami, Florida
Guido Valli is a fee-only financial advisor at FDI Wealth Management in Miami, Florida. Guido focuses on international & expat planning. FDI Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | FDI Wealth Management |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $283.8M across 353 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7925120 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fdinternational.com |
| Profile |
How Guido's firm compares
- FDI Wealth Management's average account is about $804,000, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Guido
Is Guido Valli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guido holds no broker registration, and FDI Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guido charge for financial advice?
Guido's firm, FDI Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Guido Valli based?
Guido Valli is based in Miami, Florida.
What does Guido specialize in?
Guido's specialties include international & expat planning.
Is Guido Valli registered with the SEC?
Yes. Guido Valli is registered as an investment adviser representative in FL and TX (CRD 7925120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FDI Wealth Management manage?
FDI Wealth Management reports $283.8M across 353 accounts in assets under management.
How do I contact Guido Valli?
Through Guido's website, www.fdinternational.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
- FDI Wealth Management 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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