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Advisor

Roberto Rivera-Vázquez

Freedom Advisory, LLC · Ft Lauderdale, Florida

Roberto Rivera-Vázquez is a fee-only financial advisor at Freedom Advisory, LLC in Ft Lauderdale, Florida, who holds the CFP and CIMA credentials. Freedom Advisory, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFPCIMA

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Facts

FirmFreedom Advisory, LLC
Based in Ft Lauderdale, Florida
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$880.6M across 938 accounts
CredentialsCFP · CIMA
Firm size11 employees

How Roberto's firm compares

  • Freedom Advisory, LLC's average account is about $939,000, from its Form ADV (assets managed divided by 938 accounts).

What fee-only advisors charge in Florida

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Questions about Roberto

Is Roberto Rivera-Vázquez a fee-only financial advisor?

Yes. Roberto Rivera-Vázquez is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Roberto charge for financial advice?

Roberto's firm, Freedom Advisory, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Roberto Rivera-Vázquez based?

Roberto Rivera-Vázquez is based in Ft Lauderdale, Florida.

What credentials does Roberto Rivera-Vázquez hold?

Roberto Rivera-Vázquez holds the CFP and CIMA credentials.

How much does Freedom Advisory, LLC manage?

Freedom Advisory, LLC reports $880.6M across 938 accounts in assets under management.

How do I contact Roberto Rivera-Vázquez?

Contact details aren't on file yet. Search for Freedom Advisory, LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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