Luis Estrada is a registered investment advisor at Bcu Wealth Advisors, LLC, based in Santa Ana, CA, with 5 years of industry experience. Luis 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, Retirement Planning, and 1 more. Their firm serves 870 clients with $650M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
BCU Wealth Advisors offers financial planning and investment consultation services on a project basis, with fees ranging from $1,000 to $10,000. The fee depends on the time required, the complexity of your financial situation, and any special requests. The financial plan is typically completed within six months.
Location
Santa Ana, CA
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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.
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Luis operates under two DBAs for his LPL business: Premier America Wealth Management Group since January 2023 and BCU Wealth Advisors, LLC since February 2024. These activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
Bcu Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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