George Gomez
George Gomez is a registered investment advisor at Strategic Financial Concepts, LLC, based in El Paso, TX, with 29 years of industry experience. George 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, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
10105 Montwood, Suite B1, El Paso, TX, 79925
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
March 2013Other Business Activities
George operates G2 Wealth Management Partners, LLC as a DBA for his LPL business since 2017, dedicating full-time hours. He also provides investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm, since 2020, also dedicating full-time hours.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Waddell & Reed, INC.Broker
American General Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
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.