# Uziel Gomez

> Uziel Gomez is a fee-only financial advisor at Avise Financial in Los Angeles, California, who holds the CFP credential. Avise Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/uziel-gomez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Avise Financial
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $169.4M across 505 accounts
- **Credentials:** CFP
- **CRD:** 7774739 (https://adviserinfo.sec.gov/individual/summary/7774739)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.equalisfinancial.com/

## Frequently asked questions

### Is Uziel Gomez a fee-only financial advisor?

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

### How does Uziel charge for financial advice?

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

### Where is Uziel Gomez based?

Uziel Gomez is based in Los Angeles, California.

### What credentials does Uziel Gomez hold?

Uziel Gomez holds the CFP credential.

### Is Uziel Gomez registered with the SEC?

Yes. Uziel Gomez is registered as an investment adviser representative in CA and TX (CRD 7774739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avise Financial manage?

Avise Financial reports $169.4M across 505 accounts in assets under management.

### How do I contact Uziel Gomez?

Through Uziel's website, www.equalisfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7774739): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.