Fee-only financial advisors in Aventura, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Diana Kahn The Financial Pharmacist Holds the CFP. Fees on file: flat fee or retainer.
- Michael Wagner Omnia Family Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Teresa Chan Goalfocus Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Vladislav Sheykhet Teradime Financial Fees on file: percentage of assets, hourly.
- Jon Paul Espinoza B1 Financial Fees on file: percentage of assets, hourly.
- Jose Finkelstein Activest Wealth Management Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 25
- Firms
- 7
- Hold the CFP
- 16%
- How they charge (of 25 with fees on file): percentage of assets 96% · fixed fees 80% · performance-based fees 52% · hourly 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Aventura by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Aventura
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.
All 25 advisors in Aventura
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Ana Rieber | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Arianna Kaufman | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Dannit Chocron | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Eduardo Brender | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Isaac Wakszol | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jacobo Taurel Rimeris | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Janessa Suarez | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jose Cova | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Jose Finkelstein | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Juan Sanchez | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Judy Batievsky | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Mariana Avila Murati | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Mauricio Saias | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Vladislav Sheykhet | Teradime Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Teresa Chan | Goalfocus Financial | Aventura | CFP | Percentage of assets, Hourly |
| Federico Flom | Methodica Investment Management | Aventura | Not listed | Percentage of assets, Hourly |
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