Javier Diaz is a CFP-designated registered investment advisor at Accessible Financial Planning LLC, based in Miami Lakes, FL, with 3 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.60% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Location
Miami Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Accessible Financial Planning LLC
Previous Registrations
Accessible Financial Planning
Accessible Financial Planning
The Connemara Group, LLC
State Registrations1 state
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