Maria Castillo Dominguez
Valoria Wealth Management · Cooper City, Florida
Maria Castillo Dominguez is a fee-only financial advisor at Valoria Wealth Management in Cooper City, Florida, who holds the CFP credential. Valoria Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Maria →
Facts
| Firm | Valoria Wealth Management |
|---|---|
| Based in | Cooper City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.8M across 8 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 6162011 |
| Exams passed | Series 63 (2014) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.valoriawealth.com |
How Maria's firm compares
- Valoria Wealth Management's average account is about $597,000, from its Form ADV (assets managed divided by 8 accounts).
Request an introduction to Maria
Tell Maria a little about what you're looking for. Maria 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 Maria
Is Maria Castillo Dominguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and Valoria Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, Valoria Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Maria Castillo Dominguez based?
Maria Castillo Dominguez is based in Cooper City, Florida.
What credentials does Maria Castillo Dominguez hold?
Maria Castillo Dominguez holds the CFP credential.
Is Maria Castillo Dominguez registered with the SEC?
Yes. Maria Castillo Dominguez is registered as an investment adviser representative in CA and FL (CRD 6162011), 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 Valoria Wealth Management manage?
Valoria Wealth Management reports $4.8M across 8 accounts in assets under management.
How do I contact Maria Castillo Dominguez?
Through Maria's website, www.valoriawealth.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.