Jorge Romero
Destiny Wealth Partners · The Villages, Florida
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.
Request an introduction to Jorge →
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 | $947.3M across 2,949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5420761 |
| Exams passed | Series 66 (2009) |
| Firm size | 26 employees |
| Disclosures | Reported; see the SEC record |
| Website | destinyprivatetrust.com |
How Jorge's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
Request an introduction to Jorge
Tell Jorge a little about what you're looking for. Jorge isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jorge
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.