Financial Designs Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,784,237
Clients
115
Advisors
3
of 6 employees
About
Financial Designs Wealth Management serves individuals, high‑net‑worth clients, trusts, corporations, and retirement plan sponsors with wealth management and portfolio management services, offering both discretionary and non‑discretionary oversight, selection of third‑party managers and separately managed accounts, and retirement plan consulting. The firm advises across traditional asset classes and, where appropriate, alternative investments, and also provides financial planning and estate‑planning coordination using an online document platform for simpler estates.
FD Wealth constructs personalized investment strategies based on client objectives and risk tolerance, emphasizing asset allocation, diversification, and periodic rebalancing while monitoring third‑party manager performance and model portfolios. For retirement plans the firm delivers consulting and administrative support through a sub‑advisory relationship with Dynamic Advisor Solutions, including plan design, investment line‑up maintenance, participant education, and acting as a liaison, while generally providing non‑discretionary advice to plan fiduciaries.
Compared with many peers, FD Wealth is affiliated with an independent insurance agency and its advisers are licensed insurance agents and registered representatives, which the firm discloses as a source of economic benefits and potential conflicts (including occasional commission‑based insurance sales). The firm also reports a sizable amount of assets under advisement in variable insurance products and annuities, receives a portion of fees through its Dynamic relationship, and discloses a prior complaint related to the sale of a variable life policy that was later rescinded by the insurer.
Client services
Expertise
Fee options
Clients are typically charged a fixed fee for Financial Planning and Estate Planning Coordination, cost depends on scope and complexity.
$0 - $10,000,000: 1.25% $10,000,001 - $25,000,000: 1.00% $25,000,001+: 0.75%
Commission-based compensation for insurance products sold by licensed insurance agents who are also representatives of the firm.
Minimum hourly fee is $500.
Account minimum: $1,000,000 Minimum fee: Minimum hourly fee of $500 for Financial Planning and Estate Planning Coordination services. Fee-only: Financial Planning and Estate Planning Coordination services typically charged as fixed fees, invoiced separately.
Main office
8000 NW 7th Street, Suite 203
Miami FL 33126
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Fd Wealth · Financial Designs Wealth Management · Financial Designs Wealth Management 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Jorge V
CFP®
Miami, FL
Financial Designs Wealth Management
Jorge Valdes Jr. is a CFP® professional at Financial Designs Wealth Management with two years of industry experience. He previously worked at Financial Designs Inc. and has a background connected to the University of Miami. Valdes is also an independent licensed insurance agent for health and life insurance, devoting part of his time to this business. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.
Jorge V
CFP®, Series 63, Series 65
Miami, FL
Financial Designs Wealth Management
Jorge Valdes is a Certified Financial Planner® with over 32 years of experience in the financial services industry. He is currently with Financial Designs Wealth Management, where he has worked since 2021, following prior roles at VOYA Financial Advisors and The Leaders Group Inc. Outside of his advisory work, Valdes is involved in multiple business ventures including ownership of Financial Designs Inc. and interests in several other companies spanning life insurance and payroll services. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios with a focus on asset allocation, diversification, and regular rebalancing, and utilizes third-party money managers and separately managed accounts to implement client strategies.
Jennifer V
CFP®
Miami, FL
Financial Designs Wealth Management
Jennifer Valdes is a CFP® professional with six years of experience in wealth management. She has worked at Financial Designs Wealth Management LLC since 2021 and was previously with Gentrust, LLC for six years. Valdes is also the owner of Financial Designs Private Wealth LLC, a holding company with minority ownership in Financial Designs Wealth Management LLC and Financial Designs Legacy LLC, an insurance business. Financial Designs Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, and retirement plan consulting services. The firm emphasizes personalized investment strategies, asset allocation, diversification, and offers both discretionary and non-discretionary oversight.
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