Jose Sanchez
Jose Sanchez is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Sarasota, FL, with 16 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Contact
Jose Sanchez
Location
Sarasota, FL
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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 ActivitiesSells Insurance
Jose is 50% owner of Kaizen Retirement Wealth Management LLC and also involved in insurance sales, dedicating minimal time. He is also an Investment Adviser Representative for Retirement Wealth Guidance, spending nearly full-time providing investment advice and financial planning.
Employment History
Current Registrations
Origin Investment Advisory LLC
Retirement Wealth Guidance LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Hbw Advisory Services LLC
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.
Exams
Additional Information
It is an honor to be a CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement planning for individuals who are sandwiched between aging parents and growing kids. I get it! I have 3 demanding kids and parents who deserve our love and care. I am empathetic in planning for individuals whose parents have been diagnosed with Alzheimer's disease.