Omar Guevara is a registered investment advisor at Advus Financial Partners, LLC, based in Fort Worth, TX, with 2 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 686 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advus Financial Partners offers investment management services where fees generally range from 0.10% to 1.65% of the value of your investments. The exact fee is negotiable and depends on factors like the amount of assets managed, the complexity of your financial situation, and the frequency of meetings. Fees are billed either quarterly in advance or in arrears, as stated in your contract.
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Advus Financial Partners, LLC
Previous Registrations
Missionsquare Retirement
Missionsquare Investment ServicesBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.