Pecusavvy Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,131,660
Clients
16
38% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$570,729
About
Pecusavvy Financial, LLC provides wealth management, discretionary investment management, and financial planning to individuals—with an emphasis on high-net-worth clients—and to retirement plans. The firm explicitly offers pension consulting and retirement-plan advisory services designed to assist plan sponsors with ERISA-related obligations.
The adviser’s investment approach emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds and ETFs, while retaining the ability to use individual securities or shorter-term reallocations when warranted. It may implement client strategies via unaffiliated independent managers and a model marketplace, conducts ongoing oversight, and acts as an ERISA fiduciary when advising retirement accounts.
Noteworthy for an independent firm of its size, Pecusavvy documents a formal focus on pension consulting (3(21) plan support, IPS design, benchmarking and ERISA assistance) and holds professional designations relevant to retirement and private-wealth work. The firm also supplements investment advice with access to an insurance consulting platform and an institutional relationship with its custodian/platform provider, and operates with a small, concentrated client roster and modest assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Fee-only: Wealth management fees as tiered rates above; retirement plan advisory fees up to 0.20% annually
Main office location
Pecusavvy Financial, LLC
1214 Montana Ave
El Paso TX 79902, United States
Number of offices
1
Most active in
Pecusavvy Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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