Leo Nunez
Everest Financial Advisors · Cooper City, Florida
Leo Nunez is a fee-only financial advisor at Everest Financial Advisors in Cooper City, Florida, who holds the CFP credential. Leo focuses on retirement planning, tax planning and estate & legacy planning. Everest Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Everest Financial Advisors |
|---|---|
| Based in | Cooper City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $62.1M across 479 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 5758874 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | everestfa.com |
| Profile |
How Leo's firm compares
- Everest Financial Advisors's average account is about $130,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Leo
Is Leo Nunez a fee-only financial advisor?
Yes. Leo Nunez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leo's firm.
How does Leo charge for financial advice?
Leo's firm, Everest Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leo Nunez based?
Leo Nunez is based in Cooper City, Florida.
What does Leo specialize in?
Leo's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Leo works with pre-retirees.
What credentials does Leo Nunez hold?
Leo Nunez holds the CFP credential.
Is Leo Nunez registered with the SEC?
Yes. Leo Nunez is registered as an investment adviser representative in FL and GA (CRD 5758874), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Everest Financial Advisors manage?
Everest Financial Advisors reports $62.1M across 479 accounts in assets under management.
How do I contact Leo Nunez?
Through Leo's website, everestfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Everest Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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