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Financial planning in San Juan, PR

10 advisers in San Juan offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

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 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 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 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