Fee-OnlyFinder

Advisers in Puerto Rico

31 advisers in 7 Puerto Rico cities, 31 registered with SEC or state.

Financial planning (19)Hourly fees (13)Flat / fixed fees (15)% of assets managed (31)Retirement plan consulting (7)

Cities

San Juan13 advisersGuaynabo10 advisersDorado3 advisersHumacao2 advisersOld San Juan1 adviserPonce1 adviserHato Rey1 adviser

All advisers in Puerto Rico

4/26 Retirement Income Planning & Wealth Management, LLC1510 Fd Roosevelt Ave, Suite 302a · Guaynabo, PR 00968 · (787) 919-7788 · Financial planningCRD 312258 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedAdrian Day Asset ManagementLots 81-82, Street C, Ste. 206 · Dorado, PR 00646 · (410) 224-2037 · % of assets managedCRD 105985 · % of assets, Performance-based fees · $221.6 million AUMSEC registeredNo commissions reportedAtlanticmidwest Investment Research, LLC61 Antonio Lopez, Suite 203 · Humacao, PR 00791 · (913) 491-0868 · Financial planningCRD 305618 · % of assets, Hourly charges · $28.1 million AUMState registeredNo commissions reportedAtlantis Investment Coaching, LLCDistrict View the Work Place, 450 Ave De La Constitucion Ste 200 · San Juan, PR 00901 · (813) 524-7587 · Financial planningCRD 145416 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedAtlas Asset Management LLCBuchanan Office Center 40 Carr 165, Suite 201 · Guaynabo, PR 00968 · (787) 781-1301 · Flat / fixed feesCRD 173561 · % of assets, Fixed fees · $700.6 million AUMSEC registeredNo commissions reportedAton Financial LLC1116 Ponce De Leon, Suite 300 · San Juan, PR 00907 · (787) 725-6070 · Financial planningCRD 173070 · % of assets, Hourly charges, Fixed fees · $600.9 million AUMSEC registeredNo commissions reportedBroxton Capital Advisors151 Calle De San Francisco, Suite 200 · Old San Juan, PR 00901 · (310) 208-2151 · % of assets managedCRD 136914 · % of assets · $29.0 million AUMState registeredNo commissions reportedCaf Investments LLCAvenida Esmeralda #5, Second Floor · Guaynabo, PR 00969 · (787) 206-1637 · Financial planningCRD 313629 · % of assets, Hourly charges, Performance-based fees · $40.5 million AUMState registeredNo commissions reportedChapel Bridge Wealth Advisors53 Palmeras Street, Suite 601 · San Juan, PR 00901 · (614) 552-8200 · Financial planningCRD 313295 · % of assets, Fixed fees · $273.6 million AUMSEC registeredNo commissions reportedChinea Wealth Management LLCMetro Office Park 2, Calle 1, Suite 100 · Guaynabo, PR 00968 · (787) 416-0804 · Financial planningCRD 331477 · % of assets, Hourly charges, Fixed fees · $530,380 AUMState registeredNo commissions reportedConsultiva Wealth Management, Corp.American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420 · San Juan, PR 00918 · (787) 763-5868 · Financial planningCRD 111846 · % of assets, Hourly charges, Fixed fees · $532.7 million AUMSEC registeredNo commissions reportedEsi AdvisorsUrb. Terra Senorial,, Menorca St. 116 · Ponce, PR 00731 · (787) 647-9843 · Financial planningCRD 283973 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedEuro Pacific Asset Management, LLCLots 81-82, Street C, Suite 206 · Dorado, PR 00646 · (866) 878-2881 · % of assets managedCRD 152922 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedFinanxial Investment Advisors, Corp121 De Diego Avenue, Urb. San Francisco · San Juan, PR 00927 · (787) 758-8234 · Financial planningCRD 300350 · % of assets, Other · $82.0 million AUMState registeredNo commissions reportedFreedom AdvisoryCentro Internacional De Mercadeo, 90 Carr 165 Ste 505 · Guaynabo, PR 00968 · (787) 792-3000 · Financial planningCRD 147546 · % of assets, Fixed fees · $880.6 million AUMSEC registeredNo commissions reportedGamma Asset Management LLCEdificio Ochoa 500 Calle De La Tanca, Suite 305 · San Juan, PR 00901 · (787) 957-3260 · % of assets managedCRD 300050 · % of assets · $424.8 million AUMSEC registeredNo commissions reportedIntuitivo LLCMetro Office Park, 7 C. 1, Suite 204 · Guaynabo, PR 00968 · (787) 366-0255 · Financial planningCRD 322668 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reportedLyon Bern, LLC252 Ponce De Leon Avenue, Suite 1100 · San Juan, PR 00918 · (787) 395-7325 · Financial planningCRD 301277 · % of assets, Hourly charges, Fixed fees · $76.7 million AUMState registeredNo commissions reportedNegron-Ramos LLC420 Ave Ponce De Leon, Cond Midtown, Suite 103 · San Juan, PR 00918 · (787) 363-4787 · Financial planningCRD 332437 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedOriental Financial Services LLC254 Munoz Rivera Ave, 11th Floor · San Juan, PR 00918 · (787) 474-1993 · % of assets managedCRD 29753 · % of assets · $419.6 million AUMSEC registeredNo commissions reportedOwlcrest Partners LLCCond El Centro I, Suite 217, 500 Ave Munoz Rivera · San Juan, PR 00918 · (787) 452-3736 · % of assets managedCRD 304978 · % of assets · $54,857 AUMState registeredNo commissions reportedPariter Wealth Management Group LLC243 Carretera #2 · Guaynabo, PR 00966 · (787) 781-2555 · Financial planningCRD 146622 · % of assets, Hourly charges · $10.6 million AUMState registeredNo commissions reportedPopular Securities, LLCPopular Center, 208 Ponce De Leon, Suite 1200 · Hato Rey, PR 00918 · (787) 758-7400 · Financial planningCRD 8096 · % of assets, Other · $2.6 billion AUMSEC registeredNo commissions reportedSelect Advisory Group INC322 De Diego Ave., Suite 202 · San Juan, PR 00920 · (787) 969-3939 · Financial planningCRD 150129 · % of assets, Fixed fees, Performance-based fees · $80.9 million AUMState registeredNo commissions reportedSwan Global Management20 Ridge Top Dr., Palmas Del Mar · Humacao, PR 00791 · (970) 382-9055 · % of assets managedCRD 173621 · % of assets · $2.4 billion AUMSEC registeredNo commissions reportedSygnus Wealth Pr LLCMetro Office Park 17, Street 2, Suite 640 · Guaynabo, PR 00968 · (787) 706-9292 · % of assets managedCRD 325576 · % of assets, Performance-based fees · $59.6 million AUMState registeredNo commissions reportedTalon LLC151 Calle De San Francisco, Suite 200 · San Juan, PR 00901 · (352) 751-3200 · Financial planningCRD 298714 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThomas Wright Asset Management, INC.53 Calle Palmeras, Suite 401 · San Juan, PR 00901 · (843) 971-4265 · Financial planningCRD 105192 · % of assets · $341.3 million AUMSEC registeredNo commissions reportedTroluce Capital Advisors LLCVista Plaza, Suite 204, Calle C, Lots 81-82 · Dorado, PR 00646 · (646) 347-8801 · % of assets managedCRD 313120 · % of assets, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedVauban Wealth ManagementLot K-2 Marginal Street Suite 201, Oasis Gardens Development · Guaynabo, PR 00969 · Flat / fixed feesCRD 305222 · % of assets, Fixed fees · $181.2 million AUMSEC registeredNo commissions reportedX-Square CapitalCentro Internacional De Mercadeo II, 90 Carr 165, Suite 803 · Guaynabo, PR 00968 · (787) 282-1621 · % of assets managedCRD 167237 · % of assets, Performance-based fees, Other · $790.9 million AUMSEC registeredNo commissions reported