Oscar Alvarez
Oscar Alvarez is a CFP-designated registered investment advisor at Pathway Financial Planning, INC., based in Newport News, VA, with 23 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 112 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Annual fee may be negotiable and will never exceed more than 1% regardless of investment product used based on client’s risk profile.
Fee Estimator
Location
780 Pilot House Drive, Suite 100C, Newport News, VA, 23606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Oscar works as an insurance agent selling insurance products and services through Pathway Financial Services since 2011. This activity takes about half of Oscar's time.
Employment History
Current Registrations
Pathway Financial Planning, INC.
Previous Registrations
Voya Financial Advisors, INC.
Metlife Securities INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.