Valentina Cruz-AbreuCFP® · CIMA®
Founding Partner · Biscayne Wealth Advisors · Miami, FL
★★★★★ 4.9(101+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.85%
Fee-only
Minimum
$500k
to start
Experience
16 yrs
advising clients
Response
within 4 hours
typical reply
About Valentina
Valentina's practice reflects her city: families with a business in Bogotá, a condo in Brickell, and kids in college in Boston. Cross-border wealth has rules of its own, and her sixteen years have been spent learning where the traps are.
The firm runs fully bilingual, and estate plans are drafted to work on both sides of the border.
Specialties & services
- Bilingual practice (English/Spanish)
- Cross-border estate coordination
- Pre-immigration and relocation tax planning
Best for
Cross-border families and international income
Sound like you? Smart move: compare Valentina against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Valentina's availability alongside the alternatives — free.
Frequently asked about Valentina Cruz-Abreu
What are Valentina Cruz-Abreu's fees?
Valentina Cruz-Abreu of Biscayne Wealth Advisors publishes a fee of 0.85% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Valentina Cruz-Abreu's account minimum?
Biscayne Wealth Advisors lists a minimum of $500k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Valentina Cruz-Abreu a fiduciary?
Valentina Cruz-Abreu operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Valentina work with clients outside Miami?
Yes — Biscayne Wealth Advisors works with clients virtually nationwide, alongside in-person meetings in Miami, FL.
How do I book a call with Valentina Cruz-Abreu?
Use the free AdvisoryReviews matcher to check Valentina's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
Advisors similar to Valentina
Dario Vance
CFA · Austin, TX
Tech professionals with equity compensation
0.75% AUM · $500k min
MOMarcus O'Brien
CFA · CFP® · Houston, TX
Energy-industry executives and business owners
0.90% AUM · $500k min
SMSylvie Marchand
CFP® · CIMA® · New York, NY
Executives and founders past their first liquidity event
0.70% AUM · $1M min
Demo profile for template purposes. In production, profiles are compiled from public regulatory filings (SEC Form ADV / FINRA BrokerCheck) and advisor-provided information. A profile listing does not constitute an endorsement of AdvisoryReviews by the advisor, or of the advisor by AdvisoryReviews. Verify any advisor's registration at adviserinfo.sec.gov. Advisors may claim and update their profile by contacting hello@advisoryreviews.com.