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Financial planning in El Paso, TX

9 advisers in El Paso offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 9

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 reported J 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 reported Lauterbach 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 reported Pecusavvy Financial1214 Montana Ave · El Paso, TX 79902 · (915) 944-1850 · Financial planningCRD 339768 · % of assets · $9.1 million AUMState registeredNo commissions reported Retirement 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 reported Rockbound 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 reported Sophronia 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 reported Truvize 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 reported Virtus 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