W Wellspent Public advisor graph
Wellspent public graph/Advisors/Mateo Botran Johanis
Advisor

Mateo Botran Johanis

Finaccess Advisors · Miami, Florida

Mateo Botran Johanis is a fee-only financial advisor at Finaccess Advisors in Miami, Florida. Finaccess Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

Request an introduction to Mateo →

Facts

FirmFinaccess Advisors
Based in Miami, Florida
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$4.11B across 160 accounts
SEC registration Investment adviser representative in FL · CRD 8303506
Exams passedSeries 65 (2026)
Firm size13 employees
Disclosures None reported

How Mateo's firm compares

  • Finaccess Advisors's average account is about $25.7 million, from its Form ADV (assets managed divided by 160 accounts).

What fee-only advisors charge in Florida

Request an introduction to Mateo

Tell Mateo a little about what you're looking for. Mateo 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 Mateo

Is Mateo Botran Johanis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mateo holds no broker registration, and Finaccess Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Mateo charge for financial advice?

Mateo's firm, Finaccess Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Mateo Botran Johanis based?

Mateo Botran Johanis is based in Miami, Florida.

Is Mateo Botran Johanis registered with the SEC?

Yes. Mateo Botran Johanis is registered as an investment adviser representative in FL (CRD 8303506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Finaccess Advisors manage?

Finaccess Advisors reports $4.11B across 160 accounts in assets under management.

How do I contact Mateo Botran Johanis?

Contact details aren't on file yet. Search for Finaccess Advisors.

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.