Juan Chavez is a CFP-designated registered investment advisor at Tlwm Financial, based in San Antonio, TX, with 9 years of industry experience. Juan 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, High Net Worth, and 4 more. Their firm serves 1,208 clients with $580M 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 | 2.25% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Location
40 NE Loop 410, Suite 644, San Antonio, TX, 78216
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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
Juan operates TLWM Financial as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through TLWM, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Tlwm Financial
LPL Financial LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
J.P. Morgan Securities LLC
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.