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Financial planning in Guaynabo, PR

6 advisers in Guaynabo offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 reported