Juan Gonzalez
Altfest Personal Wealth Management · Bay Harbor Island, Florida
Juan Gonzalez is a fee-only financial advisor at Altfest Personal Wealth Management in Bay Harbor Island, Florida. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Altfest Personal Wealth Management |
|---|---|
| Based in | Bay Harbor Island, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.80B across 3,139 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4089120 |
| Exams passed | Series 65 (2024) |
| Firm size | 42 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.altfest.com |
How Juan's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 accounts).
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Questions about Juan
Is Juan Gonzalez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Altfest Personal Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Juan Gonzalez based?
Juan Gonzalez is based in Bay Harbor Island, Florida.
Is Juan Gonzalez registered with the SEC?
Yes. Juan Gonzalez is registered as an investment adviser representative in FL (CRD 4089120), 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 Altfest Personal Wealth Management manage?
Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.
How do I contact Juan Gonzalez?
Through Juan's website, www.altfest.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.
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