Rudy Villa is a CFP-designated registered investment advisor at Verde Wealth Group, LLC, based in Houston, TX, with 8 years of industry experience. Rudy 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 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plans, Consultative Services and project-based work: Fees are based on the scope and complexity of the work involved combined with the time necessary to complete the services. Fees will either be flat or hourly fee. Flat fees may range from $2,500 to $50,000 with an initial $500 deposit upfront, and the remainder due upon delivery of the plan for financial planning or receipt of the invoice for consultative services.
- Hourly fee rate of $550 an hour for Financial Planning provided in connection with the preparation of a Financial Plan.
Location
3555 Timmons Lane, Suite 910, Houston, TX, 77027
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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
Rudy is a registered representative with Valmark Securities, supporting sales and management of investments, and a client service manager at Verde Wealth Group, LLC. Both roles take about half of Rudy's time each.
Employment History
Current Registrations
Verde Wealth Group, LLC
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Impact Money Management
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
Horace Mann Investors, INC.Broker
Harris Martin Financial, LLC
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.