Azzendo Wealth Advisors is an independent fee-only fiduciary financial planning practice located on Ponce de Leon Boulevard in Coral Gables, Florida. The firm specializes in serving pre-retirees and retirees throughout Miami-Dade County, providing comprehensive retirement income design, tax-efficient distribution strategies, Social Security optimization, and investment management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Azzendo Wealth Advisors Official Website
Issuer: U.S. Securities and Exchange Commission
Notes: BlueKey Wealth Advisors, LLC d/b/a Azzendo Wealth Advisors (CRD# 139610 / SEC# 801-110395); operates under strict fiduciary duty without sales commissions.
Issuer: Certified Financial Planner Board of Standards
Notes: Features CFP® professionals adhering to the CFP Board's fiduciary standards of excellence.
Factual details and direct answers about Azzendo Wealth Advisors's services, licensing, and credentials.
Is Azzendo Wealth Advisors a fee-only fiduciary financial planning firm?
Yes, Azzendo Wealth Advisors is a fee-only Registered Investment Adviser that does not accept broker commissions, third-party kickbacks, or product sales incentives.
How does Azzendo Wealth Advisors help seniors planning for retirement in Florida?
The firm develops comprehensive retirement blueprints that balance portfolio longevity, tax-bracket management, required minimum distributions (RMDs), and long-term care contingencies.
Where is the firm's Coral Gables office located?
The firm's office is located at 901 Ponce de Leon Boulevard, Suite 501, in Coral Gables, Florida, serving clients across Miami-Dade County.
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