TALON LLC
San Juan, PR
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(352) 751-3200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PR, SAN JUAN
13 advisers found
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, PR
AUM
$532.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
787-763-5868
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
CHAPEL BRIDGE WEALTH ADVISORS
San Juan, PR
AUM
$273.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-552-8200
LYON BERN, LLC
San Juan, PR
AUM
$76.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
787-395-7325
ATLANTIS INVESTMENT COACHING, LLC
San Juan, PR
AUM
$58.4M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 524-7587
MAINSTREET ADVISORS, LLC
San Juan, PR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
787-923-7790
NEGRON-RAMOS LLC
San Juan, PR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
787-363-4787
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; FEE SCHEDULE
(787) 758-8234
Full profileNo website
SELECT ADVISORY GROUP INC
San Juan, PR
AUM
$80.9M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
787-969-3939
Full profileNo website
FRA SERVICES INC.
San Juan, PR
AUM
$69.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Subscription fees +2 more
786-536-6118
Full profileNo website
BLUE OCEAN STRATEGIC ADVISORS, LLC
San Juan, PR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
787-724-1379
Full profileNo website