Tulio Barbosa Ribeiro
Proxy Wealth · Windermere, Florida
Tulio Barbosa Ribeiro is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Tulio 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.
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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 FL · CRD 6360250 |
| Exams passed | Series 63 (2014) · Series 65 (2020) |
| Firm size | 25 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.proxywealth.com |
How Tulio's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Tulio
Is Tulio Barbosa Ribeiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tulio 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 Tulio charge for financial advice?
Tulio's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tulio Barbosa Ribeiro based?
Tulio Barbosa Ribeiro is based in Windermere, Florida.
What does Tulio specialize in?
Tulio's specialties include tax planning and small business owners. Tulio works with founders.
Is Tulio Barbosa Ribeiro registered with the SEC?
Yes. Tulio Barbosa Ribeiro is registered as an investment adviser representative in FL (CRD 6360250), 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 Proxy Wealth manage?
Proxy Wealth reports $83.3M across 614 accounts in assets under management.
How do I contact Tulio Barbosa Ribeiro?
Through Tulio'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.
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