Omar Aguilar is a registered investment advisor at Blue Ladder Financial Planning, LLC, based in Benbrook, TX, with 11 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Benbrook, 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 Activities
Omar is an A1C in the Air Force Reserve, dedicating about 10-20% of his time to this role. He also serves as a Board Member Place 7 on the Benbrook Economic Development Committee, spending minimal time on this activity.
Employment History
Current Registrations
Blue Ladder Financial Planning, LLC
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
J.P. Morgan Securities 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.