Luis Alayo Riera
Atlas Financial Group · Miami, Florida
Luis Alayo Riera is a fee-only financial advisor at Atlas Financial Group in Miami, Florida. Atlas Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Atlas Financial Group |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Languages | Spanish |
| Assets under management | $174.9M across 71 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2678703 |
| Exams passed | Series 63 (1998) · Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.theatlasfinancialgroup.com |
| Profile |
How Luis's firm compares
- Atlas Financial Group's average account is about $2.5 million, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Luis
Is Luis Alayo Riera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and Atlas Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis's firm, Atlas Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
What languages does Luis work in?
Besides English, Atlas Financial Group offers service in Spanish, according to its website.
Where is Luis Alayo Riera based?
Luis Alayo Riera is based in Miami, Florida.
Is Luis Alayo Riera registered with the SEC?
Yes. Luis Alayo Riera is registered as an investment adviser representative in FL (CRD 2678703), 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 Atlas Financial Group manage?
Atlas Financial Group reports $174.9M across 71 accounts in assets under management.
How do I contact Luis Alayo Riera?
Through Luis's website, www.theatlasfinancialgroup.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
- Atlas Financial Group 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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