Elisabet Ramos
Advisor at Amida Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Amida Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami, FL 33127
Credentials
Series 66
Industry experience
21 years
Elisabet Ramos is a financial advisor at Amida Wealth Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and CETERA Advisor Networks. In addition to her advisory role, she is the founder and manager of Amida Lifestyle, LLC, an event planning business, and Amida Business Management, LLC, which provides business consulting services. Amida Wealth Advisors is a small, supported firm serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term investment strategies and offers comprehensive financial planning, coaching, and portfolio management through third-party sub-advisers.
Based on Amida Wealth Advisors, LLC
Based on Amida Wealth Advisors, LLC
Financial planning flat fees: Essential Plan $2,750 (+25% for couples), Enhanced Plan $3,500, Elite Plan $5,000; Consulting fixed fees typically ranging from $1,000 to $30,000
< $500,000 - $500,000: $2,500 annual fee $501,000 - $750,000: $1,750 annual fee $751,000 - $1,000,000: $1,200 annual fee > $1,000,000+: Complimentary
Commission-based compensation earned by associated persons for selling insurance products, separate from advisory fees
Consulting services starting from $375 per hour
Financial Coaching Membership subscription: $199/month individual, $249/month couple, billed monthly in advance for two years
Account minimum: $250,000 Minimum fee: Maximum $500 downpayment may be required; fees paid quarterly in arrears; no requirement to pay more than $500 six months in advance Fee-only: Financial planning fees ranging from $2,750 to $5,000; Financial Coaching Membership at $199/month individual or $249/month couple; Consulting fees from $375/hour and fixed fees from $1,000 to $30,000 per project
218 Nw 24 Th Street
Miami, FL 33127
Florida · Texas
Amida Business Management, LLC
2024 - Present (2 years)
Amida Lifestyle, LLC
2024 - Present (2 years)
Amida Wealth Advisors, LLC
2023 - Present (3 years)
United Planners' Financial Services of America A Limited Partner
2020 - 2023 (3 years)
United Planners' Financial Services of America A Limited Partner
2020 - 2023 (3 years)
CETERA Advisor Networks LLC
2019 - 2020 (1 year)
Summit Brokerage services
2013 - 2019 (6 years)
Amida Wealth Advisors, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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