Antonio Jose Tovar

CFP

Avidian Wealth Solutions

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

4210 Spicewood Springs Rd. Building E, Austin, TX, 78759

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Avidian Wealth Solutions

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

DBA Stone Wealth Management

January 2022 - October 2023 · 1 yr 9 mos

Charles Schwab & CO., INC.Broker

November 2019 - March 2021 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.