Herbert Flores is a CFP-designated registered investment advisor at Farther, based in Dripping Springs, TX, with 6 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Dripping Springs, TX
Get directionsHistory
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
Farther
Previous Registrations
Mission Wealth Management, LP
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Unionbanc Investment Services, LLC
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
More Advisors
- Gavin Loftus, CFPEdward Jones
- Richard Boyles, CFPXypn Sapphire
- David Squire, CFPWells Fargo Advisors
- Lily Ho, CFPJpl Wealth Management
- James Mcgrath, CFPFinancial Strategies, INC
- Meghan Railey, CFPOptas, LLC