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CFP

Enzo Pellegrino

Tlwm Financial
25 Years of Experience
San Antonio, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Enzo Pellegrino is a CFP-designated registered investment advisor at Tlwm Financial, based in San Antonio, TX, with 25 years of industry experience. Enzo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,262 clients with $610M in assets under management.

Tlwm Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,262 clients
Average Client Portfolio
$480K average
Assets Under Management
$605.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Annual percentage fee is negotiable, determined on a case-by-case basis, and capped at 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

40 NE Loop 410, Suite 644, San Antonio, TX, 78216

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Enzo operates under several DBAs and LLCs, including Texas Legacy Wealth Management (TLWM) and TLREM, LLC. He spends nearly full-time providing investment advisory services through TLWM, LLC and also sells fixed insurance as an agent of TLWM, dedicating minimal time to this activity.

Employment History
Current Registrations
Tlwm Financial
November 2011 - Present · 14 yrs 11 mos
LPL Financial LLCBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2005 - March 2013 · 7 yrs 7 mos
Raymond James Financial Services
May 2005 - August 2005 · 3 mos
Raymond James Financial Services, INC.Broker
May 2001 - August 2005 · 4 yrs 3 mos
State Registrations37 states
ALARAZCACOCTDEFLGAHIILKSLAMAMDMEMNMOMSMTNCNHNJNMNYOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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