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WE FAMILY OFFICES

Financial Advisor serving Coral Gables, Florida · 1 of 63 financial advisors in the area

📍 2811 PONCE DE LEON BLVD, CORAL GABLES, FL 33134
📞 (305) 825-••••
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📍 2811 PONCE DE LEON BLVD, CORAL GABLES, FL 33134

About WE FAMILY OFFICES

WE FAMILY OFFICES is a financial advisor located in Coral Gables, Florida. As a local financial advisor, they serve Coral Gables and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Coral Gables should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Coral Gables

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Coral Gables may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Coral Gables

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Coral Gables?
Financial Advisors in Coral Gables typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Coral Gables?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 63 financial advisors in Coral Gables to choose from.
Does WE FAMILY OFFICES offer free quotes?
Contact WE FAMILY OFFICES directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Coral Gables

Bayview Pace

4425, Ponce de Leon Boulevard, Coral Gables, FL, 33146

MEIRA WEALTH

121 ALHAMBRA PLAZA, CORAL GABLES, FL 33134

DIMENSION CAPITAL MANAGEMENT LLC

2800 PONCE DE LEON BLVD, CORAL GABLES, FL 33134

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

4000 PONCE DE LEON BOULEVARD, CORAL GABLES, FL 33146

ADVANTAGE INVESTING, INC.

2100 PONCE DE LEON BLVD, CORAL GABLES, FL 33134

AMERANT INVESTMENTS, INC.

220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134