# Rafael Junqueira Nani

> Rafael Junqueira Nani is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Rafael focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rafael-junqueira-nani/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Proxy Wealth
- **Based in:** Windermere, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $83.3M across 614 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 7682353 (https://adviserinfo.sec.gov/individual/summary/7682353)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2023)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://www.proxywealth.com

## Frequently asked questions

### Is Rafael Junqueira Nani a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rafael holds no broker registration, and Proxy Wealth 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, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rafael Junqueira Nani based?

Rafael Junqueira Nani is based in Windermere, Florida.

### What does Rafael specialize in?

Rafael's specialties include tax planning and small business owners. Rafael works with founders.

### Is Rafael Junqueira Nani registered with the SEC?

Yes. Rafael Junqueira Nani is registered as an investment adviser representative in FL (CRD 7682353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Proxy Wealth manage?

Proxy Wealth reports $83.3M across 614 accounts in assets under management.

### How do I contact Rafael Junqueira Nani?

Through Rafael's website, www.proxywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7682353): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.proxywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.