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Ariel Gonzalez Jr.

Advisor at Wealth For you Financial, LLC

Updated today

Firm

Wealth For you Financial, LLC

Location

Charlotte, NC 28277

Credentials

ChFC®

About

Ariel Gonzalez Jr. is a ChFC® credentialed advisor with over a decade of experience in financial services. He is currently with Wealth For You Financial, LLC and has operated his own firm, Ariel Gonzalez Financial Services LLC, since 2014. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, consulting, and portfolio management. The firm employs customized strategies through model portfolios and third-party sub-advisers, managing approximately $53.2 million in client assets.

Client services

Based on Wealth For you Financial, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Wealth For you Financial, LLC

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Comprehensive financial planning fixed fee ranges from $1,000 to $10,000 (negotiable); ongoing financial planning monthly fee ranges from $100 to $1,000 (negotiable)

Percentage

Up to 2.00% annually, negotiable based on account size

Project-based

$100 to $500 per hour for consulting services

Location

3540 Toringdon Way, Suite 200

Charlotte, NC 28277

Most active in

Arizona · North Carolina

Work history

Wealth For You Financial LLC

2026 - Present (1 year)

Ariel Gonzalez Financial Services LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew D

Series 65

Charlotte, NC

Lake Effect Wealth LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner

Stephen B

CFP®

Charlotte, NC

Flat Fee Financial LLC

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Inherited wealth Student loan debt Dentist Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Indian Trail, NC

Cornerstone Investment Services, Inc.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner
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Dana G

Series 65

Charlotte, NC

Goldfarb Wealth Advisors

Passive / index investing Tax-loss harvesting Wealth management
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Patrick S

Series 63, Series 65

Charlotte, NC

Prodeo Asset Management, LLP

Passive / index investing Factor investing / smart beta Real estate investing Active portfolio management
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Drew W

CFP®, Series 63, Series 65

Charlotte, NC

Ocean Advisors, LLC

Options & derivatives strategies Income planning
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