Rafael Junqueira Nani
Proxy Wealth · Windermere, Florida
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.
Request an introduction to Rafael →
Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Windermere, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7682353 |
| Exams passed | Series 66 (2023) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.proxywealth.com |
How Rafael's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 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 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.
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
- Proxy Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.