Advisor at Family and Money Matters
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Firm
Family and Money Matters
Location
Coral Gables, FL 33146
Credentials
CFP®, Series 63
Industry experience
8 years
Elaine King Fuentes is a CFP® professional with eight years of experience in financial planning and investment management. She is the sole advisor at Family and Money Matters, an independent firm she has operated since 2016, with prior experience at Wealth Solutions Family Office and We Family Offices. Family and Money Matters offers comprehensive financial planning and tailored investment management primarily for high-net-worth individuals, emphasizing family-oriented planning, including divorce financial analysis and family business advising. The firm employs a primarily passive investment approach using index funds and ETFs, alongside monitored third-party managers, and serves a notable non-U.S. client base.
Based on Family and Money Matters
$2,500 and up (fixed fee for Limited Scope Financial Planning projects, depending on complexity); $5,000 upfront plus $7,500 quarterly (ongoing comprehensive financial planning)
$0+: 1.00% annually (standard advisory fee for Investment Management Services) $0+: 0.50% annually (for held-away investment assets ongoing supervision and advice) $0+: 1.25% annually (standard advisory fee when using a TAMP, inclusive of TAMP fees)
$350 per hour (for Limited Scope Financial Planning projects)
Account minimum: $1,000,000 for managed assets; $2,000,000 for ongoing advising on held-away assets (may be waived at adviser’s discretion)
4531 Ponce De Leon Boulevard, Suite 200
Coral Gables, FL 33146
Florida
Elaine King, LLC d.b.a. Family and Money Matters
2021 - Present (5 years)
Elaine King, LLC d.b.a. Family and Money Matters
2019 - Present (7 years)
Wealth Solutions Family Office
2018 - 2019 (1 year)
Wealth Solutions Family Office
2017 - 2018 (1 year)
Elaine King, LLC d.b.a. Family and Money Matters
2016 - 2017 (1 year)
We Family Offices
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
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