Nayivi Velez
Our Wealth Guides, Inc. · Westlake Village, California
Nayivi Velez is a fee-only financial advisor at Our Wealth Guides, Inc. in Westlake Village, California, who holds the CFP and MBA credentials. Our Wealth Guides, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Our Wealth Guides, Inc. |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $257.9M across 517 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6133809 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | villagewealthadvisors |
| Profile |
How Nayivi's firm compares
- Our Wealth Guides, Inc.'s average account is about $499,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Nayivi
Is Nayivi Velez a fee-only financial advisor?
Yes. Nayivi Velez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nayivi's firm.
How does Nayivi charge for financial advice?
Nayivi's firm, Our Wealth Guides, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nayivi Velez based?
Nayivi Velez is based in Westlake Village, California.
What credentials does Nayivi Velez hold?
Nayivi Velez holds the CFP and MBA credentials.
Is Nayivi Velez registered with the SEC?
Yes. Nayivi Velez is registered as an investment adviser representative in CA and TX (CRD 6133809), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Our Wealth Guides, Inc. manage?
Our Wealth Guides, Inc. reports $257.9M across 517 accounts in assets under management.
How do I contact Nayivi Velez?
Through Nayivi's website, villagewealthadvisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westlake Village
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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