Raquel Schiavon
Proxy Wealth · Windermere, Florida
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.
Request an introduction to Raquel →
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 IN · CRD 8125563 |
| Exams passed | Series 65 (2025) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.proxywealth.com |
How Raquel'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 Raquel
Tell Raquel a little about what you're looking for. Raquel 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 Raquel
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.
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.