Rafael Garcia
Veltria Advisors · Miami, Florida
Rafael Garcia is a fee-only financial advisor at Veltria Advisors in Miami, Florida. Veltria Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rafael →
Facts
| Firm | Veltria Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $113.2M across 17 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8140015 |
| Exams passed | Series 65 (2025) · Series 66 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Rafael's firm compares
- Veltria Advisors's average account is about $6.7 million, from its Form ADV (assets managed divided by 17 accounts).
Request an introduction to Rafael
Tell Rafael a little about what you're looking for. Rafael 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 Rafael
Is Rafael Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rafael holds no broker registration, and Veltria Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rafael charge for financial advice?
Rafael's firm, Veltria Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rafael Garcia based?
Rafael Garcia is based in Miami, Florida.
Is Rafael Garcia registered with the SEC?
Yes. Rafael Garcia is registered as an investment adviser representative in FL (CRD 8140015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veltria Advisors manage?
Veltria Advisors reports $113.2M across 17 accounts in assets under management.
How do I contact Rafael Garcia?
Contact details aren't on file yet. Search for Veltria 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.