# Fee-only financial advisors in Coral Gables, Florida > Start with a fee-only advisor in Coral Gables whose record matches what you need, then check their fees and SEC record before you call. Records to start with include William Neubauer of Comprehensive Money Management Services, David Bernstein of Connecticut Cambridge Advisors and Elaine King Fuentes of Family and Money Matters, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/coral-gables/ 35 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 Coral Gables? Start with a fee-only advisor in Coral Gables whose record matches what you need, then check their fees and SEC record before you call. Records to start with include William Neubauer of Comprehensive Money Management Services, David Bernstein of Connecticut Cambridge Advisors and Elaine King Fuentes of Family and Money Matters, chosen for their credentials and fees on file. ## How many fee-only advisors in Coral Gables are there? The Wellspent public graph lists 35 fee-only advisors in Coral Gables, at 18 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Coral Gables focus on? The most common focus among fee-only advisors in Coral Gables is retirement planning (7), followed by estate planning (7) and small business owners (5). Advisors can list more than one. ## How do fee-only advisors in Coral Gables charge? The most common fee among fee-only advisors in Coral Gables is a percentage of assets, used by 89% of the 35 with fees on file. Many use more than one: 63% charge by the hour and 60% charge fixed 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 Coral Gables hold the CFP? 49% of the 35 fee-only advisors in Coral Gables 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 Coral Gables? 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 | |---|---|---|---|---| | [David Bernstein](https://find.wellspent.co/advisors/david-bernstein.md) | Connecticut Cambridge Advisors | Coral Gables, Florida | BS, CFP | Ongoing planning fee | | [Joseph Fernandez](https://find.wellspent.co/advisors/joseph-fernandez.md) | Invenio Wealth Partners | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Elaine King Fuentes](https://find.wellspent.co/advisors/elaine-king-fuentes.md) | Family and Money Matters | Coral Gables, Florida | CFP | Ongoing planning fee | | [Diane Macphee](https://find.wellspent.co/advisors/diane-macphee.md) | Comprehensive Money Management Services | Coral Gables, Florida | CFP | One-time planning fee | | [William Neubauer](https://find.wellspent.co/advisors/william-neubauer.md) | Comprehensive Money Management Services | Coral Gables, Florida | CFP | One-time planning fee | | [Christina Hudson](https://find.wellspent.co/advisors/christina-hudson.md) | Invenio Wealth Partners | Coral Gables, Florida | | Percentage of assets, Hourly, Fixed fees | | [Daniel Rosales](https://find.wellspent.co/advisors/daniel-rosales.md) | Rose Capital Advisors | Coral Gables, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Eddy Park](https://find.wellspent.co/advisors/eddy-park.md) | Rose Capital Advisors | Coral Gables, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Roxanna Guinan](https://find.wellspent.co/advisors/roxanna-guinan.md) | Cardea Capital Advisors | Coral Gables, Florida | | Percentage of assets, Fixed fees | | [Cesar Murillo](https://find.wellspent.co/advisors/cesar-murillo.md) | Emergent Global Investments | Coral Gables, Florida | | Percentage of assets | | [Fabricio Macastropa](https://find.wellspent.co/advisors/fabricio-macastropa.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [Gustavo Farhat](https://find.wellspent.co/advisors/gustavo-farhat.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [Jorge Aroche](https://find.wellspent.co/advisors/jorge-aroche.md) | Globalinvest Financial Services | Coral Gables, Florida | | Percentage of assets | | [Jorge Gullon](https://find.wellspent.co/advisors/jorge-gullon.md) | Emergent Global Investments | Coral Gables, Florida | | Percentage of assets | | [Lloyd DeVaux](https://find.wellspent.co/advisors/lloyd-devaux.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [Ernesto Moreno](https://find.wellspent.co/advisors/ernesto-moreno.md) | Multus Asset Management | Coral Gables, Florida | | Percentage of assets | | [Ana Arguello](https://find.wellspent.co/advisors/ana-arguello.md) | Azzendo Wealth Advisors | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Diaz](https://find.wellspent.co/advisors/brandon-diaz.md) | Entelevest | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Catalina Franco-Cicero](https://find.wellspent.co/advisors/catalina-franco-cicero.md) | Meira Wealth | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Catherina Pareto](https://find.wellspent.co/advisors/catherina-pareto.md) | Azzendo Wealth Advisors | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Orona](https://find.wellspent.co/advisors/daniel-orona.md) | Stonewealth Advisors | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jorge Padilla](https://find.wellspent.co/advisors/jorge-padilla.md) | Meira Wealth | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Juan Hanuszkiewicz](https://find.wellspent.co/advisors/juan-hanuszkiewicz.md) | Entelevest | Coral Gables, Florida | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Justin Rams](https://find.wellspent.co/advisors/justin-rams.md) | Entelevest | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Louis Carpenter](https://find.wellspent.co/advisors/louis-carpenter.md) | Azzendo Wealth Advisors | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Mario Yngerto](https://find.wellspent.co/advisors/mario-yngerto.md) | Genesis Wealth Management | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Rubina Hossain](https://find.wellspent.co/advisors/rubina-hossain.md) | Meira Wealth | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Talha Syed](https://find.wellspent.co/advisors/talha-syed.md) | Stonewealth Advisors | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Bradley](https://find.wellspent.co/advisors/michael-bradley.md) | Bradley & Company Private Wealth Management | Coral Gables, Florida | CFA | Percentage of assets, Hourly, Fixed fees | | [Alejandro Grillo](https://find.wellspent.co/advisors/alejandro-grillo.md) | Azzendo Wealth Advisors | Coral Gables, Florida | | Percentage of assets, Hourly, Fixed fees | | [Alexandra Valdes](https://find.wellspent.co/advisors/alexandra-valdes.md) | Azzendo Wealth Advisors | Coral Gables, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jessica Bryan](https://find.wellspent.co/advisors/jessica-bryan.md) | VIM Wealth Management | Coral Gables, Florida | | Percentage of assets, Hourly, Subscription | | [Marco Berna](https://find.wellspent.co/advisors/marco-berna.md) | VIM Wealth Management | Coral Gables, Florida | | Percentage of assets, Hourly, Subscription | | [Mauricio Pinto de Magalhaes](https://find.wellspent.co/advisors/mauricio-pinto-de-magalhaes.md) | Figa Capital Management LLC. | Coral Gables, Florida | | Percentage of assets, Fixed fees | | [Vonnell Martinez](https://find.wellspent.co/advisors/vonnell-martinez.md) | VIM Wealth Management | Coral Gables, Florida | | Percentage of assets, Hourly, Subscription | ## 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).