Roberto Alvarez
Finaccess Advisors · Miami, Florida
Roberto Alvarez is a fee-only financial advisor at Finaccess Advisors in Miami, Florida, who holds the CFA credential. Finaccess Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Roberto →
Facts
| Firm | Finaccess Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.11B across 160 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 5196625 |
| Exams passed | Series 65 (2007) · Series 66 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
How Roberto's firm compares
- Finaccess Advisors's average account is about $25.7 million, from its Form ADV (assets managed divided by 160 accounts).
Request an introduction to Roberto
Tell Roberto a little about what you're looking for. Roberto 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 Roberto
Is Roberto Alvarez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberto holds no broker registration, and Finaccess Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberto charge for financial advice?
Roberto's firm, Finaccess Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roberto Alvarez based?
Roberto Alvarez is based in Miami, Florida.
What credentials does Roberto Alvarez hold?
Roberto Alvarez holds the CFA credential.
Is Roberto Alvarez registered with the SEC?
Yes. Roberto Alvarez is registered as an investment adviser representative in FL (CRD 5196625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finaccess Advisors manage?
Finaccess Advisors reports $4.11B across 160 accounts in assets under management.
How do I contact Roberto Alvarez?
Contact details aren't on file yet. Search for Finaccess Advisors.
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
- 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.