Maria Goretti Garcia
New Era Advisory · Orlando, Florida
Maria Goretti Garcia is a fee-only financial advisor at New Era Advisory in Orlando, Florida. Maria Goretti charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $1,200 a year and one-time plans from $500).
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Facts
| Firm | New Era Advisory |
|---|---|
| Based in | Orlando, Florida |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,200 a year · One-time plans from $500 · 0.6% a year on the first tier of assets managed |
| Assets under management | $17.6M across 94 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6897990 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newera-advisory.com |
How Maria Goretti's firm compares
- Ongoing planning starts at $1,200 a year, below 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.
- New Era Advisory's average account is about $188,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Maria Goretti
Is Maria Goretti Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria Goretti holds no broker registration, and New Era Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria Goretti charge for financial advice?
Maria Goretti charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Maria Goretti charge?
According to New Era Advisory's website, checked October 30, 2026: ongoing planning from $1,200 a year; one-time plans from $500; 0.6% a year on the first tier of assets managed.
Where is Maria Goretti Garcia based?
Maria Goretti Garcia is based in Orlando, Florida.
Is Maria Goretti Garcia registered with the SEC?
Yes. Maria Goretti Garcia is registered as an investment adviser representative in FL (CRD 6897990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Era Advisory manage?
New Era Advisory reports $17.6M across 94 accounts in assets under management.
How do I contact Maria Goretti Garcia?
Through Maria Goretti's website, newera-advisory.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
- New Era Advisory 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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