Raymond Rodriguez
Private Group Wealth Management · Fort Lauderdale, Florida
Raymond Rodriguez is a fee-only financial advisor at Private Group Wealth Management in Fort Lauderdale, Florida. Raymond charges an ongoing planning fee.
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Facts
| Firm | Private Group Wealth Management |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model | Ongoing planning fee |
| Assets under management | $32M across 60 accounts |
| SEC registration | Investment adviser representative in TX · CRD 402397 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pgwm.net |
How Raymond's firm compares
- Private Group Wealth Management's average account is about $533,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Raymond
Is Raymond Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Private Group Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond charges an ongoing planning fee.
Where is Raymond Rodriguez based?
Raymond Rodriguez is based in Fort Lauderdale, Florida.
Is Raymond Rodriguez registered with the SEC?
Yes. Raymond Rodriguez is registered as an investment adviser representative in TX (CRD 402397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Private Group Wealth Management manage?
Private Group Wealth Management reports $32M across 60 accounts in assets under management.
How do I contact Raymond Rodriguez?
Through Raymond's website, www.pgwm.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Lauderdale
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
- Private Group Wealth Management 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.
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