# Maria Castillo Dominguez

> Maria Castillo Dominguez is a fee-only financial advisor at Valoria Wealth Management in Cooper City, Florida, who holds the CFP and EA credentials. Maria Castillo charges a flat fee or retainer, an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $500) and focuses on equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/maria-castillo-dominguez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Valoria Wealth Management
- **Based in:** Cooper City, Florida
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,200 a year; one-time plans from $500; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.8M across 8 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Tax planning
- **Works with:** Tech employees, High earners, Executives
- **Firm size:** 1 employee
- **Website:** https://valoriawealth.com

## Frequently asked questions

### Is Maria Castillo Dominguez a fee-only financial advisor?

Yes. Maria Castillo Dominguez is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Maria Castillo charge for financial advice?

Maria Castillo charges a flat fee or retainer, an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Maria Castillo charge?

According to Valoria Wealth Management's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $500; 1% a year on the first tier of assets managed.

### Does Maria Castillo work with clients virtually?

Yes. Valoria Wealth Management says on its website that it works with clients remotely.

### Where is Maria Castillo Dominguez based?

Maria Castillo Dominguez is based in Cooper City, Florida.

### What does Maria Castillo specialize in?

Maria Castillo's specialties include equity compensation and tax planning. Maria Castillo works with tech employees, high earners and executives.

### What credentials does Maria Castillo Dominguez hold?

Maria Castillo Dominguez holds the CFP and EA credentials.

### 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 Castillo's website, valoriawealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/maria-castillo-dominguez-68140): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.valoriawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.