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Wolfgang Briceno

Kissimmee, FL

Wolfgang Briceno is a registered investment advisor at Verona Advisers, based in Kissimmee, FL. Wolfgang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Verona Advisers offers a one-time advisory report for $400. They also offer a monthly plan for $250/month (3-month minimum) and an annual plan for $900/year (minimum $600 upfront).

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Location

7503 Atlantis Way, G301, Kissimmee, FL, 34747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Verona Advisers
December 2025 - Present · 5 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.