VIRTUS FAMILY OFFICE
El Paso, TX
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
915-730-3885
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, EL PASO
10 advisers found
LAUTERBACH FINANCIAL ADVISORS, LLC
El Paso, TX
AUM
$700.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
915-544-6950
J BEAVER INVESTMENT ADVISORS INC
El Paso, TX
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
915-995-0600
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
El Paso, TX
AUM
$49.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(915) 225-6772
CORTEZ WEALTH MANAGEMENT
El Paso, TX
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-777-3112
TRUVIZE FINANCIAL PLANNING
El Paso, TX
AUM
$43.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
915-502-0096
GUERRA INVESTMENT ADVISORS
El Paso, TX
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-760-5551
PECUSAVVY FINANCIAL
El Paso, TX
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(915) 944-1850
SOPHRONIA WEALTH ADVISORS
El Paso, TX
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-695-8533
ROCKBOUND WEALTH MANAGEMENT
El Paso, TX
AUM
$5.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
915 929 5415
Full profileNo website