A complete list of active advisors currently associated with Reyes Financial Architecture Inc.

Warmer can help you find a great advisor at Reyes Financial Architecture Inc. or one who fits your needs even better.

The firm provides discretionary asset management, personalized financial planning, and consulting to individuals, trusts, estates and small businesses, with a stated focus on high-net-worth clients. Like most team firms, Reyes Financial charges percentage-of-assets fees and manages individual portfolios as a central service offering. The firm says it favors a long-term investment approach and documents objectives in an Investment Policy Statement or Risk Tolerance, using fundamental, technical and cyclical analysis to build and monitor portfolios. Financial planning is provided as a complimentary component of its asset-management service, and the firm may allocate client assets to unaffiliated sub-advisers when it determines that is in the client’s interest, while paying sub-adviser fees itself rather than billing clients separately. Notable distinctions include a typical account minimum of $1,000,000 (negotiable), signaling a concentration of higher-net-worth households, and that firm representatives are licensed insurance agents and the firm operates as an insurance agency, which creates potential commission-related conflicts the brochure discloses. The firm also notes a real-estate brokerage registration and an inactive CPA credential among its principals, does not vote client proxies (clients retain that responsibility), and is registered with the SEC.

To learn more about the advisors currently working at Reyes Financial Architecture Inc., 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.