Uziel Gomez
Avise Financial · Los Angeles, California
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.
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Facts
| Firm | Avise Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.4M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7774739 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.equalisfinancial.com |
How Uziel's firm compares
- Avise Financial's average account is about $336,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Uziel
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.
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.
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