# Raquel Schiavon

> Raquel Schiavon is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Raquel 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/raquel-schiavon/
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:** 8125563 (https://adviserinfo.sec.gov/individual/summary/8125563)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2025)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://www.proxywealth.com

## Frequently asked questions

### Is Raquel Schiavon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raquel 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 Raquel charge for financial advice?

Raquel's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Raquel Schiavon based?

Raquel Schiavon is based in Windermere, Florida.

### What does Raquel specialize in?

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

### Is Raquel Schiavon registered with the SEC?

Yes. Raquel Schiavon is registered as an investment adviser representative in IN (CRD 8125563), 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 Raquel Schiavon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8125563): 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.