# Cardone Wealth Advisors

> Cardone Wealth Advisors is an SEC-registered investment advisory firm in Aventura, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 337559
- Filed as: CARDONE WEALTH ADVISORS
- Legal name: Cardone Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337559
- AdvisorCensus page: https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559

## Quick answers

**How is Cardone Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cardone Wealth Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Cardone Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $4,800 (Year 1 financial planning fee); Flat fee: $4,800 a year (Financial Planning Agreement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cardone Wealth Advisors located?**
Cardone Wealth Advisors' principal office is in Aventura, FL, according to its Form ADV.

**Is Cardone Wealth Advisors registered with the SEC or a state?**
Cardone Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337559.

**How much does Cardone Wealth Advisors manage?**
Cardone Wealth Advisors reports $0 in regulatory assets under management in its Form ADV filing dated March 19, 2026.

**Does Cardone Wealth Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337559

**Does Cardone Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "We do not require minimum income levels, minimum level of assets, or other conditions for our Services."

**What changed in Cardone Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Registered or notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> We do not require minimum income levels, minimum level of assets, or other conditions for our Services.

- Flat fee: $4,800 (Year 1 financial planning fee)

> Cardone Wealth charges a flat fee of $4,800 at the start of the Initial Engagement, which is considered the Year 1 financial planning fee.

- Flat fee: $4,800 a year (Financial Planning Agreement)

> If the Client renews the Financial Planning Agreement in a subsequent year, an annual flat fee of $4,800 will be assessed.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, FL, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337559

### Websites listed on Form ADV (Item 1.I)
- [cardonefinancialadvisors.com](https://cardonefinancialadvisors.com)
- [cardonewealthadvisors.com](https://cardonewealthadvisors.com)

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cardone Wealth Advisors (CRD 337559): Form ADV filing data as of October 2026.