Gustavo Farhat
Sunstate Wealth Management · Coral Gables, Florida
Gustavo Farhat is a fee-only financial advisor at Sunstate Wealth Management in Coral Gables, Florida. Gustavo charges a percentage of assets (0.3%–1.2% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | Sunstate Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.3%–1.2% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $209.8M across 6 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6014247 |
| Exams passed | Series 66 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sunstatefl.com/wealth-management/overview |
| Profile |
How Gustavo's firm compares
- Sunstate Wealth Management's average account is about $35.0 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Gustavo
Is Gustavo Farhat a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gustavo holds no broker registration, and Sunstate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gustavo charge for financial advice?
Gustavo charges a percentage of assets.
How much does Gustavo charge?
According to Sunstate Wealth Management's website, checked October 30, 2026: 0.3%–1.2% a year of assets managed; a $100,000 asset minimum.
Where is Gustavo Farhat based?
Gustavo Farhat is based in Coral Gables, Florida.
Is Gustavo Farhat registered with the SEC?
Yes. Gustavo Farhat is registered as an investment adviser representative in FL (CRD 6014247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunstate Wealth Management manage?
Sunstate Wealth Management reports $209.8M across 6 accounts in assets under management.
How do I contact Gustavo Farhat?
Through Gustavo's website, www.sunstatefl.com/wealth-management/overview.
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
- Sunstate 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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