Michael Francisco Gaona

Teamwork Financial Advisors, LLC

7 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Teamwork Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

2,328 clients

Average Client Portfolio

$344K average

Assets Under Management

$800.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257

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History

Regulatory History (1)

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Civil Bond

May 2017

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Employment History

Current Registrations

Teamwork Financial Advisors, LLC

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

First Command Advisory Services

November 2018 - August 2019 · 9 mos

First Command Financial Planning, INC.Broker

May 2018 - August 2019 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.