Luis Guardia is a registered investment advisor at Tuyyo Planning Group, based in Austin, TX, with 12 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 36 clients with $11M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.00% |
Asset management fee is waived for clients in the wealth accumulation phase of life if you engage our Comprehensive Financial Planning and Consulting services. Fees are negotiable for assets over $5,000,001.
Fee Estimator
Location
Austin, TX
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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
Luis referees soccer matches for the US Soccer Federation and NCAA Big 12, dedicating about 10-20% of his time to these activities. He also sells insurance products through ATX Term Life, spending nearly full-time hours on this investment-related activity.
Employment History
Current Registrations
Tuyyo Planning Group
Previous Registrations
Mwa Financial Services INC.Broker
State Registrations1 state
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