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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-18-2010
- Office Locations
- 1
Office Locations
About Everest Financial Advisors, LLC
Everest Financial Advisors is a Florida RIA focused on firefighters and law enforcement nearing retirement, helping clients navigate DROP and defined benefit pension elections and coordinate 457(b) and other benefits. The team delivers detailed financial planning, retirement income/spending plans, tax-aware distribution strategies, and portfolio allocation based on cash-flow needs. Founders are retired firefighters and CFP professionals with public pension trustee experience; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 2 advisory representatives and 248 clients, or 124 clients per representative. That equates to $250.3K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
JAMES EDGAR ESTEP III
Chief Compliance Officer, Managing Member
- CRD
- #5758873
- Ownership
- 50% but less than 75%
LEONARDO NUNEZ
Managing Member
- CRD
- #5758874
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,465,364 | -- |
| Non-Discretionary | $609,664 | -- |
| Total | $62,075,028 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Everest Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.