George Hinojosa
George Hinojosa is a registered investment advisor at Independence Wealth Group, based in San Antonio, TX, with 12 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 54 clients with $4.7M 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 | 1.00% |
Independence Wealth Group reserves the right to reduce, negotiate, or waive fees on an account-to-account basis.
Fee Estimator
Location
San Antonio, 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 →Other Business ActivitiesSells Insurance
George is a minority owner (21%) of Falcon Insurance Services, a property and casualty insurance agency, since April 2024. He dedicates a few hours per week to financial oversight of the business.
Employment History
Current Registrations
Independence Wealth Group
Previous Registrations
Edward Jones
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
- Raphael VegaIndependence Wealth Group
- John Chan, CFPIndependence Wealth Group
- Jason Thomas, CFPJt Wealth Management
- January Smith, CFPJanus Financial Planning, LLC
- Ernest Trevino, CFPWells Fargo Advisors
- Roger Haynes, ChFCState Farm Investment Management CORP.