Cesar Adame
Cesar Adame is a registered investment advisor at Fefa Financial, based in Austin, TX, with 2 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable. Retirement plan advisory services charge up to 0.50% of plan assets.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History (4)
Criminal
May 2000Criminal
March 1998Criminal
February 1997Criminal
July 1991Other Business ActivitiesSells Insurance
Cesar is an insurance agent with FEFA Advisors LLC since June 2026. He spends a few hours per week on this activity, earning 30% of his total yearly compensation from it.
Employment History
Current Registrations
Fefa Financial
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
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