# Jorge Romero

> Jorge Romero is a fee-only financial advisor at Destiny Wealth Partners in The Villages, Florida, who holds the CFP credential. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jorge-romero/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Destiny Wealth Partners
- **Based in:** The Villages, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $947.3M across 2,949 accounts
- **Credentials:** CFP
- **CRD:** 5420761 (https://adviserinfo.sec.gov/individual/summary/5420761)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2009)
- **Firm size:** 26 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://destinyprivatetrust.com

## Frequently asked questions

### Is Jorge Romero a fee-only financial advisor?

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

### How does Jorge charge for financial advice?

Jorge's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jorge Romero based?

Jorge Romero is based in The Villages, Florida.

### What credentials does Jorge Romero hold?

Jorge Romero holds the CFP credential.

### Is Jorge Romero registered with the SEC?

Yes. Jorge Romero is registered as an investment adviser representative in FL (CRD 5420761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Destiny Wealth Partners manage?

Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.

### How do I contact Jorge Romero?

Through Jorge's website, destinyprivatetrust.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5420761): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.