Fee-only adviser · Aventura, FL
Openvest
Openvest is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aventura, Florida. On its latest Form ADV, filed June 29, 2026, it reports $353K in regulatory assets under management, 139 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 328152 · SEC file 801-132047 |
| Office | 2875 NE 191st Street ST Ste 506 Aventura, FL 33180 |
| Phone | (917) 678-8797 |
| Website | openvest.co |
| Regulatory assets under management | $353K |
| Individual clients | 139 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aventura
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- Goalfocus Financial, LLC $9.3M
See all 13 fee-only advisers in Aventura →
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