# Fee-only financial advisors in Aventura, Florida > Start with a fee-only advisor in Aventura whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Diana Kahn of The Financial Pharmacist, Michael Wagner of Omnia Family Wealth and Teresa Chan of Goalfocus Financial, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/aventura/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Aventura? Start with a fee-only advisor in Aventura whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Diana Kahn of The Financial Pharmacist, Michael Wagner of Omnia Family Wealth and Teresa Chan of Goalfocus Financial, chosen for their credentials and fees on file. ## How many fee-only advisors in Aventura are there? The Wellspent public graph lists 25 fee-only advisors in Aventura, at 7 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Aventura focus on? The most common focus among fee-only advisors in Aventura is estate planning (9), followed by tax planning (9) and family wealth transfer (5). Advisors can list more than one. ## How do fee-only advisors in Aventura charge? The most common fee among fee-only advisors in Aventura is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 80% charge fixed fees and 52% charge performance-based fees. ## How much do fee-only financial advisors charge in Florida? Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms. ## How many fee-only advisors in Aventura hold the CFP? 16% of the 25 fee-only advisors in Aventura hold the CFP certification, based on the credentials listed on each record. ## Does Florida have a state income tax? No. Florida has no state income tax, so federal tax drives most financial planning for residents. ## How current is this list of fee-only advisors in Aventura? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Diana Kahn](https://find.wellspent.co/advisors/diana-kahn.md) | The Financial Pharmacist | Aventura, Florida | CFP | Flat fee or retainer | | [Ivan Hernandez](https://find.wellspent.co/advisors/ivan-hernandez.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees | | [Michael Wagner](https://find.wellspent.co/advisors/michael-wagner.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees | | [Alon Ozer](https://find.wellspent.co/advisors/alon-ozer.md) | Omnia Family Wealth | Aventura, Florida | | Percentage of assets, Fixed fees | | [Gianfranco Rastelli](https://find.wellspent.co/advisors/gianfranco-rastelli.md) | B1 Financial | Aventura, Florida | | Percentage of assets, Hourly | | [Jon Paul Espinoza](https://find.wellspent.co/advisors/jon-paul-espinoza.md) | B1 Financial | Aventura, Florida | | Percentage of assets, Hourly | | [Lawrence Muscant](https://find.wellspent.co/advisors/lawrence-muscant.md) | Omnia Family Wealth | Aventura, Florida | | Percentage of assets, Fixed fees | | [Steven Wagner](https://find.wellspent.co/advisors/steven-wagner.md) | Omnia Family Wealth | Aventura, Florida | | Percentage of assets, Fixed fees | | [Stuart Brisgel](https://find.wellspent.co/advisors/stuart-brisgel.md) | B1 Financial | Aventura, Florida | | Percentage of assets, Hourly | | [Ana Rieber](https://find.wellspent.co/advisors/ana-rieber.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Arianna Kaufman](https://find.wellspent.co/advisors/arianna-kaufman.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Dannit Chocron](https://find.wellspent.co/advisors/dannit-chocron.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Eduardo Brender](https://find.wellspent.co/advisors/eduardo-brender.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Isaac Wakszol](https://find.wellspent.co/advisors/isaac-wakszol.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Jacobo Taurel Rimeris](https://find.wellspent.co/advisors/jacobo-taurel-rimeris.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Janessa Suarez](https://find.wellspent.co/advisors/janessa-suarez.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Jose Cova](https://find.wellspent.co/advisors/jose-cova.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Jose Finkelstein](https://find.wellspent.co/advisors/jose-finkelstein.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Juan Sanchez](https://find.wellspent.co/advisors/juan-sanchez.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Judy Batievsky](https://find.wellspent.co/advisors/judy-batievsky.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Mariana Avila Murati](https://find.wellspent.co/advisors/mariana-avila-murati.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Mauricio Saias](https://find.wellspent.co/advisors/mauricio-saias.md) | Activest Wealth Management | Aventura, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Vladislav Sheykhet](https://find.wellspent.co/advisors/vladislav-sheykhet.md) | Teradime Financial | Aventura, Florida | | Percentage of assets, Hourly | | [Teresa Chan](https://find.wellspent.co/advisors/teresa-chan.md) | Goalfocus Financial | Aventura, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Federico Flom](https://find.wellspent.co/advisors/federico-flom.md) | Methodica Investment Management | Aventura, Florida | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).