Complete View Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Complete View Financial is an independent advisory firm that provides comprehensive financial planning and discretionary portfolio management to individuals and high‑net‑worth clients. The firm combines ongoing planning with investment oversight for a small client base and manages roughly $54.5 million in assets across its relationships.
The adviser primarily follows a passive, asset‑allocation approach using index mutual funds and ETFs, while also applying fundamental analysis when appropriate and monitoring turnover and tax efficiency. It works with unaffiliated outside managers for certain fixed‑income strategies and can advise on and rebalance held‑away accounts using third‑party data aggregation tools.
Noteworthy features for a solo independent firm include advertising third‑party ratings in its materials and operating no‑cost educational seminars and speaking engagements for groups, both practices that are uncommon among peers. The firm also expressly includes held‑away assets in its reported account values and discloses the cybersecurity and credential risks associated with using account aggregators.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Hourly fees range from $100 to $300
Minimum fee: Minimum fee of $1,000 per quarter Fee-only: Comprehensive Financial Planning fees: one-time launch fee $1,500 to $5,000; ongoing monthly fee $300 to $1,000
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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