Elsa Cazares is a CFP-designated registered investment advisor at Outlook Wealth Advisors, LLC, based in The Woodlands, TX, with 26 years of industry experience. Elsa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 569 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of the assets they manage. The fee is calculated based on the market value of your investments at the end of the previous quarter and billed quarterly in advance. Fees may be negotiable.
Location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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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.
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Elsa owns rental real estate properties since 2017, spending minimal time on the business. She also works as an Operations Manager, Compliance officer, and Investment Adviser Representative for Outlook Wealth Advisors, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Outlook Wealth Advisors, LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
State Registrations1 state
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.