Catalina Maria Franco Cicero
Advisor at Meira Wealth — Coral Gables, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
10 years
Location
Coral Gables, FL 33134
Meira Wealth
Team
Catalina Franco Cicero is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. Her prior experience includes roles at Tobias Financial Advisors, Inc. and Savvy, among others. She is also involved with Build a Better Financial Future. Meira Wealth is a fee-only firm with a team of five advisors, providing personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm integrates passive and active management within a Modern Portfolio Theory framework and utilizes a range of investment vehicles, including mutual funds, ETFs, derivatives, and alternative investments.
Based on Meira Wealth
Fixed fee up to $5,000 for estate planning technology service (may be waived at firm's discretion).
$0 - $2,000,000: 1.0% annually (Investment Management) $2,000,001 - $5,000,000: 0.7% annually (Investment Management) $5,000,001 - $10,000,000: 0.6% annually (Investment Management) $10,000,001 - $20,000,000: 0.5% annually (Investment Management) $20,000,001+: 0.4% annually (Investment Management)
Hourly consulting fees available upon request (specific rates not disclosed).
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services; $2,000 minimum fee for Financial Planning Services Fee-only: Strictly fee-only; no commissions or other compensation accepted.
Coral Gables, FL
121 Alhambra Plaza, Suite 1000
Coral Gables FL 33134
Advisors at this office
4
Florida
10 years of industry experience
Meira Wealth
2026 - Present • 1 year
Coral Gables, FL
Savvy
2025 - 2026 • 1 year
Pembroke Pines, FL
Build a Better Financial Future
2025 - Present • 1 year
Henderson, NV
Tobias Financial Advisors, Inc.
2017 - 2024 • 7 years
Plantation, FL
Fiscal Fitness Clubs of America, LLC
2017 - 2022 • 5 years
Parker, CO
Fiscal Fitness Clubs of America, LLC
2015 - 2017 • 2 years
Parker, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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