Fee-OnlyFinder

Advisers in El Paso, TX

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

Financial planning (9)Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (6)

All advisers

Cortez Wealth Management7001 Westwind, Ste 130 · El Paso, TX 79912 · (915) 777-3112 · Financial planningCRD 333390 · % of assets, Hourly charges, Fixed fees · $47.1 million AUMState registeredNo commissions reportedJ Beaver Investment Advisors INC200 Bartlett, Suite 107 · El Paso, TX 79912 · (915) 995-0600 · Financial planningCRD 309157 · % of assets, Hourly charges · $73.0 million AUMState registeredNo commissions reportedLauterbach Financial Advisors, LLC4130 Rio Bravo Street · El Paso, TX 79902 · (915) 544-6950 · Financial planningCRD 114431 · % of assets, Hourly charges, Fixed fees · $700.3 million AUMSEC registeredNo commissions reportedPecusavvy Financial1214 Montana Ave · El Paso, TX 79902 · (915) 944-1850 · Financial planningCRD 339768 · % of assets · $9.1 million AUMState registeredNo commissions reportedProfessional Investment Counsel, INC5845 Cromo Drive, Suite 3 · El Paso, TX 79912 · (915) 845-6700 · % of assets managedCRD 105096 · % of assets · $43.0 million AUMState registeredNo commissions reportedRetirement Resources Wealth Management, LP7362 Remcon Cir · El Paso, TX 79912 · (915) 225-6772 · Financial planningCRD 142428 · % of assets, Hourly charges, Fixed fees · $49.0 million AUMState registeredNo commissions reportedRockbound Wealth Management5915 Silver Springs Bldg 5 · El Paso, TX 79912 · (915) 929-5415 · Financial planningCRD 292616 · % of assets, Hourly charges · $5.2 million AUMState registeredNo commissions reportedSophronia Wealth Advisors311 Montana Ave, Ste. A2-12 · El Paso, TX 79902 · (949) 695-8533 · Financial planningCRD 329967 · % of assets, Hourly charges, Fixed fees · $7.8 million AUMState registeredNo commissions reportedTruvize Financial Planning11323 Rojas Dr, Ste A3 · El Paso, TX 79936 · (915) 502-0096 · Financial planningCRD 331821 · % of assets, Fixed fees · $43.6 million AUMState registeredNo commissions reportedVirtus Family Office500 West Overland, Suite 250-Q · El Paso, TX 79901 · (915) 730-3885 · Financial planningCRD 298272 · % of assets, Fixed fees, Other · $726.9 million AUMSEC registeredNo commissions reported
Talking to advisers in El Paso? 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.