Fee-only financial advisors in Coral Gables, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- William Neubauer Comprehensive Money Management Services Holds the CFP. Fees on file: one-time planning fee.
- David Bernstein Connecticut Cambridge Advisors Holds the CFP. Fees on file: ongoing planning fee.
- Elaine King Fuentes Family and Money Matters Holds the CFP. Fees on file: ongoing planning fee.
- Daniel Orona Stonewealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Justin Rams Entelevest Holds the CFP. Fees on file: percentage of assets, hourly.
- Catherina Pareto Azzendo Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 35
- Firms
- 18
- Hold the CFP
- 49%
- Other credentials: CFA 3% · ChFC 3%
- How they charge (of 35 with fees on file): percentage of assets 89% · hourly 63% · fixed fees 60% · subscription 9%
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 Coral Gables by what you need
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Questions about fee-only advisors in Coral Gables
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.
All 35 advisors in Coral Gables
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Bernstein | Connecticut Cambridge Advisors | Coral Gables | BS, CFP | Ongoing planning fee |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Diane Macphee | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| William Neubauer | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Fabricio Macastropa | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Gustavo Farhat | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Jorge Aroche | Globalinvest Financial Services | Coral Gables | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Lloyd DeVaux | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Ernesto Moreno | Multus Asset Management | Coral Gables | Not listed | Percentage of assets |
| Ana Arguello | Azzendo Wealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Brandon Diaz | Entelevest | Coral Gables | CFP | Percentage of assets, Hourly |
| Catalina Franco-Cicero | Meira Wealth | Coral Gables | CFP | Percentage of assets, Hourly |
| Catherina Pareto | Azzendo Wealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Daniel Orona | Stonewealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Jorge Padilla | Meira Wealth | Coral Gables | CFP | Percentage of assets, Hourly |
| Juan Hanuszkiewicz | Entelevest | Coral Gables | CFP, ChFC | Percentage of assets, Hourly |
| Justin Rams | Entelevest | Coral Gables | CFP | Percentage of assets, Hourly |
| Louis Carpenter | Azzendo Wealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Mario Yngerto | Genesis Wealth Management | Coral Gables | CFP | Percentage of assets, Hourly |
| Rubina Hossain | Meira Wealth | Coral Gables | CFP | Percentage of assets, Hourly |
| Talha Syed | Stonewealth Advisors | Coral Gables | CFP | Percentage of assets, Hourly |
| Michael Bradley | Bradley & Company Private Wealth Management | Coral Gables | CFA | Percentage of assets, Hourly |
| Alejandro Grillo | Azzendo Wealth Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Alexandra Valdes | Azzendo Wealth Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Jessica Bryan | VIM Wealth Management | Coral Gables | Not listed | Percentage of assets, Hourly |
| Marco Berna | VIM Wealth Management | Coral Gables | Not listed | Percentage of assets, Hourly |
| Mauricio Pinto de Magalhaes | Figa Capital Management LLC. | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Vonnell Martinez | VIM Wealth Management | Coral Gables | Not listed | Percentage of assets, Hourly |
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