RL
RL
Ronald Litteral is a registered investment advisor at San Blas Advisory, INC., based in Tucson, AZ, with 12 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 665 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
665 clients
Average Client Portfolio
$329K average
Assets Under Management
$218.9M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Total fees for all programs will not exceed 4%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tucson, AZ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2022Denied
Customer Dispute
February 2018Settled
Employment History
Current Registrations
San Blas Advisory, INC.
November 2025 - Present · 5 mos
Sb Advisory, LLC
October 2025 - Present · 6 mos
San Blas Securities LLC
October 2025 - Present · 6 mos
San Blas Securities LLCBroker
October 2025 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
January 2023 - March 2025 · 2 yrs 2 mos
Fidelity Brokerage Services LLCBroker
November 2022 - October 2025 · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
October 2014 - September 2022 · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2014 - September 2022 · 7 yrs 11 mos
Cuso Financial Services, L.P.
March 2014 - October 2014 · 7 mos
Cuso Financial Services, L.P.Broker
November 2013 - October 2014 · 11 mos
State Registrations3 states
AZMIOR
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.