Firm
Activest Wealth Management
Aventura, Florida
Fee-only
Activest Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 14 advisors are listed here.
- Its Form ADV reports 22 employees and 530 individual clients, 301 of them high net worth.
- Its average account is about $826,000 (assets it manages divided by its 1,767 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Aventura, Florida |
|---|---|
| Website | activestwm.com |
| Phone | (954) 399-8121 |
Activest Wealth Management fees
Activest Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 229 |
| High-net-worth clients | 301 |
| Accounts managed | 1,767 |
| Employees | 22 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-113430) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 156150 |