# Raul Berina

> Raul Berina is a fee-only financial advisor at Magellan Financial Solutions in Warwick, New York. Magellan Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Magellan Financial Solutions
- **Based in:** Warwick, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $40.4M across 78 accounts
- **CRD:** 4194243 (https://adviserinfo.sec.gov/individual/summary/4194243)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2002), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.magellanfinancialsolutions.com/

## Frequently asked questions

### Is Raul Berina a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and Magellan Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Raul charge for financial advice?

Raul's firm, Magellan Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Raul Berina based?

Raul Berina is based in Warwick, New York.

### Is Raul Berina registered with the SEC?

Yes. Raul Berina is registered as an investment adviser representative in NY (CRD 4194243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Magellan Financial Solutions manage?

Magellan Financial Solutions reports $40.4M across 78 accounts in assets under management.

### How do I contact Raul Berina?

Through Raul's website, www.magellanfinancialsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4194243): 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.magellanfinancialsolutions.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.