Rebecca Beltran
Rebecca Beltran is a CFP-designated registered investment advisor at Stonecrest Advisors, INC., based in Austin, TX, with 18 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is an independent consultant for Rodan + Fields skincare. She is also an investment advisor with Stonecrest Advisors, dedicating about 10-20% of her time, and an insurance agent with Stonecrest Partners of Puerto Rico.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Fsam LLC
First Southern, LLCBroker
First Southern Securities, LLC.Broker
Santander Securities LLCBroker
Popular Securities, INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
State Registrations3 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.