Firm
Invenio Wealth Partners
Coral Gables, Florida
Fee-only
Facts
| Based in | Coral Gables, Florida |
|---|---|
| Website | inveniowealth.com |
| [email protected] | |
| Phone | (971) 371-3450 |
Invenio Wealth Partners fees
Invenio Wealth Partners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $364 million |
| Individual clients | 74 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 323039 |