Victor Garza is a CFP-designated registered investment advisor at Garza Financial Planning, based in Richardson, TX, with 14 years of industry experience. Victor 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, High Net Worth, and 4 more. Their firm serves 98 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fees are negotiable. Certain clients may have different, grandfathered billing schedules.
Fee Estimator
Location
2111 Custer Parkway, Richardson, TX, 75080
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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 →Employment History
Current Registrations
Garza Financial Planning
Ernst & Young Investment Advisers LLP
Previous Registrations
Amicus Financial Advisors, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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