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 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.
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Specialties
Who they serve
- Tech employees
- High earners
- Executives
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 |
| Accepting new clients | Yes |
| Assets under management | $4.8M across 8 accounts |
| Credentials | CFP · EA |
| Firm size | 1 employee |
| Website | valoriawealth.com |
| Profile |
How Maria Castillo's firm compares
- Ongoing planning starts at $7,200 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Florida median of $2,500 for fee-only firms that publish prices.
- Valoria Wealth Management's average account is about $597,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Maria Castillo
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.
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
- Valoria Wealth Management 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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