Michelle Soto
Biltmore Family Office · Orlando, Florida
Michelle Soto is a fee-only financial advisor at Biltmore Family Office in Orlando, Florida, who holds the CFP and PFS credentials. Biltmore Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Michelle →
Facts
| Firm | Biltmore Family Office |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.47B across 86 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, NC · CRD 5410968 |
| Exams passed | Series 65 (2007) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.biltmorefamilyoffice.com |
How Michelle's firm compares
- Biltmore Family Office's average account is about $40.3 million, from its Form ADV (assets managed divided by 86 accounts).
Request an introduction to Michelle
Tell Michelle a little about what you're looking for. Michelle 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 Michelle
Is Michelle Soto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Biltmore Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Biltmore Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michelle Soto based?
Michelle Soto is based in Orlando, Florida.
What credentials does Michelle Soto hold?
Michelle Soto holds the CFP and PFS credentials.
Is Michelle Soto registered with the SEC?
Yes. Michelle Soto is registered as an investment adviser representative in FL and NC (CRD 5410968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Biltmore Family Office manage?
Biltmore Family Office reports $3.47B across 86 accounts in assets under management.
How do I contact Michelle Soto?
Through Michelle's website, www.biltmorefamilyoffice.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
- 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.