Everest Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,988,422
Clients
225
Advisors
2
of 2 employees
About
Everest Financial Advisors serves individuals (both high‑net‑worth and non‑HNW), trusts, estates, corporations, charitable organizations, and pension/profit‑sharing plans, providing discretionary and non‑discretionary investment management, modular financial planning, retirement plan consulting, and selection of third‑party advisers. The firm reports roughly $61 million in discretionary assets under management, works with about 225 client relationships, and also offers tax preparation services separate from its advisory engagements.
The firm typically builds portfolios from each client’s stated suitability information and manages accounts primarily on a discretionary basis with periodic monitoring and rebalancing, using a mix of fundamental and technical analysis and both short‑ and long‑term trading when appropriate. Everest may allocate portions of client assets to sub‑advisers or model portfolios and conducts joint reviews of accounts by its principals as part of its oversight process.
A distinguishing feature is the firm’s educational programming: it conducts seminars and speaking engagements (virtual or in‑person) and provides participant education as part of its retirement plan services, with session-based fees disclosed in the brochure. The principals’ backgrounds in public safety and service on the Miramar Firefighter Pension Board inform the firm’s employee benefits and retirement plan consulting, and the firm discloses it can act as an ERISA fiduciary or provide non‑fiduciary plan services depending on the engagement.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services ranging from $500 to $5,000; annual retainer initial non-refundable fee up to $500; recurring monthly retainer fees from $99 to $999; seminar fees from $0 to $50,000 per seminar or $0 to $500 per participant
0.50% to 1.50% annually, billed quarterly in arrears, negotiable
$200 per hour for financial planning services (negotiable)
Account minimum: No minimum stated; however, the firm notes it may terminate accounts that fall below a minimum size deemed too small to manage effectively. Fee-only: Fixed fees for financial planning services generally range from $500 to $5,000; hourly financial planning fee is $200 per hour (negotiable); annual retainer monthly fees range from $99 to $999; seminar fees range from $0 to $50,000 per seminar or $0 to $500 per participant
Main office
9720 Stirling Road, Suite 107
Cooper City FL 33024
Advisors at this office
2
Most active in
Florida · Georgia
Also doing business as
Everest Financial Advisors · Everest Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
James E
CFP®
Cooper City, FL
Everest Financial Advisors, LLC
James Estep's journey is a testament to service and dedication. Beginning his career as a firefighter in 1996, James developed a passion for financial planning through his involvement with his pension plan. Transitioning into a financial advisor, he focuses on serving first responders such as firefighters and police officers in Florida, leveraging his expertise in defined benefit plans to offer experienced guidance. As a retired Battalion Chief with the Miramar Fire Department and Trustee on the pension fund for Miramar Firefighters, James remains deeply committed to his community. In 2010, he co-founded an independent firm, prioritizing conflict-free advice and client trust. James's commitment to excellence led him to become a CERTIFIED FINANCIAL PLANNER® professional in 2012, further solidifying his dedication to his clients' financial well-being. His unique perspective as a firefighter and CFP® professional sets him apart in the industry, helping to ensure his clients receive personalized, trustworthy guidance. With a focus on word-of-mouth referrals, James continues to empower individuals and families to achieve their financial goals, offering comprehensive support tailored to their needs.
Leonardo N
CFP®, Series 65
Cooper City, FL
Everest Financial Advisors, LLC
Leonardo Nunez is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is a principal at Everest Financial Advisors, LLC, where he has worked since 2010. In addition to his advisory role, Nunez serves with the City of Miramar Fire Department, a position he has held since 1995. Everest Financial Advisors serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $61 million in discretionary assets, offering investment management, financial planning, retirement plan consulting, and tax preparation services, with a focus on portfolio suitability and educational programming.
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