SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Finaccess Advisors LLC
Miami, FL
CRD 150697
Firm filing updated August 25, 2026 ·
- $4.1BAssets
- 7Advisory staff
- 160Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals75
- Pooled vehicles12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $20,821 |
| High net worth individuals | 75 | $1.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $2.8 billion |
| Corporations or other businesses not listed above | Fewer than 5 clients | $122.8 million |
| Other: "TRUSTS" | 10 | $75.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "WEALTH MGMT SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "WEALTH MGMT SERVICES"
Assets and accounts
- Regulatory assets$4.1 billion
- Accounts160
- Discretionary$593.2 million · 3 accounts
- Non-discretionary$3.5 billion · 157 accounts
People
- Employees13
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 150697, SEC file 801-71013.
- Registered with the SEC as an investment advisor (status date on record: December 17, 2009).
Is Finaccess Advisors LLC a fiduciary?
Short answer: Finaccess Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.