Fee-OnlyFinder

Advisers in San Juan, PR

13 advisers in San Juan — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (6)Flat / fixed fees (8)Retirement plan consulting (4)

All advisers

Atlantis 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 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 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 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 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 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 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 reported
Select 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 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 reported
Talking to advisers in San Juan? 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.