Makayla Vazquez
Oliver Luxxe Assets · Gladstone, New Jersey
Makayla Vazquez is a fee-only financial advisor at Oliver Luxxe Assets in Gladstone, New Jersey, who holds the CFP credential. Oliver Luxxe Assets reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oliver Luxxe Assets |
|---|---|
| Based in | Gladstone, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.00B across 1,704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 7259474 |
| Exams passed | Series 63 (2023) · Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.oliverluxxe.com |
How Makayla's firm compares
- Oliver Luxxe Assets's average account is about $588,000, from its Form ADV (assets managed divided by 1,704 accounts).
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Questions about Makayla
Is Makayla Vazquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Makayla holds no broker registration, and Oliver Luxxe Assets reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Makayla charge for financial advice?
Makayla's firm, Oliver Luxxe Assets, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Makayla Vazquez based?
Makayla Vazquez is based in Gladstone, New Jersey.
What credentials does Makayla Vazquez hold?
Makayla Vazquez holds the CFP credential.
Is Makayla Vazquez registered with the SEC?
Yes. Makayla Vazquez is registered as an investment adviser representative in NJ (CRD 7259474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oliver Luxxe Assets manage?
Oliver Luxxe Assets reports $1.00B across 1,704 accounts in assets under management.
How do I contact Makayla Vazquez?
Through Makayla's website, www.oliverluxxe.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gladstone
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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