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Alejandro Murguia

22 Years of Experience

Alejandro Murguia is a registered investment advisor at Retirement Researcher, LLC, based in Tysons, VA, with 22 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Limited Consulting - Hourly fee ranging from $200 to $1,000. A retainer may be required.
Annual Retainer:$899/year
Hourly Rate:$200 - $1,000/hr
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Location

1900 Gallows Road, Suite 350, Tysons, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alejandro is the owner and CEO of RISA, LLC, a company providing retirement income planning products for investment advisors. He promotes RISA through various channels, dedicating about 10-20% of his time during trading hours and minimal time outside trading hours.

Employment History
Current Registrations
Retirement Researcher, LLC
September 2020 - Present · 5 yrs 7 mos
Mclean Asset Management CORP.
March 2004 - Present · 22 yrs 1 mo
Previous Registrations
Retirement Researcher, LLC
October 2018 - December 2018 · 2 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
Alejandro Murguia - Financial Advisor | TrueAdvisor