Iviana Hornedo
Iviana Hornedo is a registered investment advisor at Strategic Advisers LLC, based in Tampa, FL, with 17 years of industry experience. Iviana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Tampa, FL
Get directionsHistory
Regulatory History (11)
Financial
November 2025Financial
August 2025Judgment / Lien
July 2025Financial
June 2025Financial
May 2025Financial
January 2025Financial
December 2024Financial
December 2024Financial
December 2024Financial
December 2024Financial
December 2017Other Business Activities
Iviana works as a Lyft driver, providing transportation when available. This takes about 10-20% of her time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Alight Financial Advisors, LLC
Alight Financial Solutions, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.