George Gomez

Strategic Financial Concepts, LLC

28 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment Management

Strategic Financial Concepts, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

3,290 clients

Average Client Portfolio

$306K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.00%
$1M+	1.50%

Fees may be negotiable based on individual Client circumstances and the scope of the relationship.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

10105 Montwood, Suite B1, El Paso, TX, 79925

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2024

Settled

Customer Dispute

March 2013

Denied

View Full SEC Report How to Read Disclosures

Other 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

September 2019 - Present · 6 yrs 5 mos

LPL Financial LLCBroker

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

LPL Financial LLC

January 2017 - September 2020 · 3 yrs 8 mos

Lincoln Financial Securities CorporationBroker

December 2016 - February 2017 · 2 mos

Lincoln Financial Securities Corporation

December 2016 - February 2017 · 2 mos

LPL Financial LLC

February 2012 - December 2016 · 4 yrs 10 mos

LPL Financial LLCBroker

February 2012 - December 2016 · 4 yrs 10 mos

Chase Investment Services CORP.

February 2006 - February 2012 · 6 yrs

Chase Investment Services CORP.Broker

February 2006 - February 2012 · 6 yrs

Morgan Stanley

May 2005 - February 2006 · 9 mos

Morgan Stanley Dw INC.Broker

March 2005 - February 2006 · 11 mos

Waddell & Reed, INC.Broker

November 2001 - June 2003 · 1 yr 7 mos

American General Securities IncorporatedBroker

April 1999 - October 2001 · 2 yrs 6 mos

Metlife Securities INC.Broker

February 1993 - February 1997 · 4 yrs

Metropolitan Life Insurance CompanyBroker

February 1993 - February 1997 · 4 yrs

State Registrations7 states

CACOMONMOKPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.