V
Vidal Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Vidal Wealth Management provides fee-based financial planning to individuals and families, with services focused on retirement planning, debt reduction, budgeting, and financial goal-setting. The firm does not manage investment portfolios, execute trades, or hold custody of client assets.
Advisory work is delivered on a flat-fee basis with written plans and account reviews performed as needed or when triggered by significant life events. While clients may receive general guidance on investment principles, the firm does not perform securities analysis or implement investment strategies on clients’ behalf.
Notably, Vidal is a state‑registered, sole‑owner practice that discloses it has no assets under management and does not use percentage‑of‑AUM fees, which departs from what many firms in its registration category typically do. The brochure also states the firm has no affiliations with broker‑dealers or custodians, maintains a Code of Ethics, does not aggregate trades, and does not accept significant prepayments in advance.
Client services
Financial planning
Expertise
General retirement planning
Debt management
Cash flow / budgeting
Fee options
Flat fee ranging from $300 to $1,000 depending on the scope and complexity of the financial plan
Fee-only: Flat fee ranging from $300 to $1,000 depending on the scope and complexity of the financial plan
Main office location
Vidal Wealth Management
Miami FL, United States
Number of offices
1
Most active in
Vidal Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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
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