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Advisers in Guaynabo, PR

10 advisers in Guaynabo — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (6)

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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 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 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 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 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 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 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 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 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
Talking to advisers in Guaynabo? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.