A complete list of active advisors currently associated with Cruz Wealth Management, LLC

Warmer can help you find a great advisor at Cruz Wealth Management, LLC or one who fits your needs even better.

Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm operates on a fee‑only, percentage‑of‑AUM basis (no commissions or referral fees) and currently manages about $3.91 million for 18 clients. The firm’s investment process combines fundamental and technical analysis with a value‑oriented, strategic asset allocation framework, producing customized portfolios rather than model allocations. It may implement a wide range of securities — including individual equities, mutual funds, ETFs, municipal bonds, covered options, margin positions, foreign currencies, commodities and other alternatives — and negotiates review frequency with each client while typically managing accounts on a discretionary basis. Compared with many solo independent advisers, the firm’s small roster and AUM are paired with relatively active trading capabilities and access to custodians such as Interactive Brokers, Fidelity, and TD Ameritrade, a mix that can support options, margin and alternative strategies that are less common at this scale. The firm also bundles comprehensive planning with ongoing asset management (planning is not offered as a standalone service), adheres to NAPFA/CFP fiduciary standards, and does not impose an account minimum.

To learn more about the advisors currently working at Cruz Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.