Marisol Andreoni
Utopia Wealth Management · Coconut Creek, Florida
Marisol Andreoni is a fee-only financial advisor at Utopia Wealth Management in Coconut Creek, Florida. Marisol focuses on retirement planning, tax planning and estate & legacy planning. Utopia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Utopia Wealth Management |
|---|---|
| Based in | Coconut Creek, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Assets under management | $261.4M across 234 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2060821 |
| Exams passed | Series 63 (1991) · Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.utopiawealth.com |
| Profile |
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Questions about Marisol
Is Marisol Andreoni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marisol holds no broker registration, and Utopia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marisol charge for financial advice?
Marisol's firm, Utopia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Marisol charge?
According to Utopia Wealth Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Does Marisol work with clients virtually?
Yes. Utopia Wealth Management says on its website that it works with clients remotely.
Where is Marisol Andreoni based?
Marisol Andreoni is based in Coconut Creek, Florida.
What does Marisol specialize in?
Marisol's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and founders (pre-exit). Marisol works with founders.
Is Marisol Andreoni registered with the SEC?
Yes. Marisol Andreoni is registered as an investment adviser representative in FL (CRD 2060821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Utopia Wealth Management manage?
Utopia Wealth Management reports $261.4M across 234 accounts in assets under management.
How do I contact Marisol Andreoni?
Through Marisol's website, www.utopiawealth.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
- Utopia Wealth Management 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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