Ruth Rivera
Ruth Rivera is a registered investment advisor at Crescendo Wealth Group LLC, based in Round Rock, TX, with 12 years of industry experience. Their practice areas include Annuities, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 67 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Pension consulting services are charged at 0.75% annually on all assets. Third-party adviser selection involves additional fees.
Fee Estimator
Location
Round Rock, TX
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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.
Learn about disclosures →Other Business Activities
Ruth is a retirement plan consulting partner for Retirement Plan Solutions since 2014. This activity requires minimal time.
Employment History
Current Registrations
Crescendo Wealth Group LLC
Previous Registrations
Onedigital
NFP Retirement
Financial Telesis, INC.
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.
Exams
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