A complete list of active advisors currently associated with Ruiz Financial Group, LLC

Warmer can help you find a great advisor at Ruiz Financial Group, LLC or one who fits your needs even better.

Ruiz Financial Group is a state-registered, fee-only investment adviser that provides tailored financial planning and portfolio management to individuals, high-net-worth families, trusts, estates, small businesses, and retirement plan sponsors. The firm’s planning services are offered at multiple service levels and its advisory services include both individual portfolio management and retirement plan consulting. The firm provides ongoing discretionary portfolio management and may implement strategic asset allocation, rebalancing, tax-aware approaches, and access to third‑party managers or separately managed account strategies; it conducts due diligence and ongoing oversight of any sub‑advisers it recommends and does not retain a portion of sub‑adviser fees. Financial planning engagements can be structured as one‑time fixed projects, ongoing/subscription relationships, or hourly consultations, and the firm states it acts as a fiduciary when providing investment and retirement advice. What is distinctive about the firm relative to peers is its explicit retirement plan consulting capacity — including both 3(21) co‑fiduciary and 3(38) discretionary plan management options — combined with offering individual portfolio management and multiple fee formats (fixed, hourly, and subscription), and a formal process for selecting and supervising other advisers. The brochure also notes the firm is fee‑only, discloses conflicts and oversight policies, and does not serve as a private fund adviser, which is an uncommon profile among firms in this category.

To learn more about the advisors currently working at Ruiz Financial Group, 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.