A complete list of active advisors currently associated with Truvize Financial Planning

Warmer can help you find a great advisor at Truvize Financial Planning or one who fits your needs even better.

Truvize Financial Planning offers portfolio management, pension consulting, and tiered financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and certain broker‑dealer customers. The firm manages both discretionary and non‑discretionary accounts and reports approximately $43.6 million in assets under management across about 79 clients with two advisors. The firm documents client objectives and risk tolerance in a written Investment Policy Statement and applies fundamental analysis and modern portfolio theory within a long‑term trading framework, with ongoing monitoring and at least annual reviews and monthly custodian reporting. Financial planning services range from a 90‑minute session to comprehensive standalone and ongoing plans for high‑income earners and business owners, including implementation assistance and semi‑annual review meetings for ongoing clients. Notably, Truvize has affiliated insurance activities (Truvize Insurance Planning) and its advisers are licensed to sell insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest and says is managed through disclosure and periodic review. The firm also requires clients to use specified custodians (Altruist and/or Charles Schwab), does not aggregate block trades across client accounts, and offers access to a broader investment menu that includes private placements, venture capital funds, real estate funds, and precious‑metal ETFs.

To learn more about the advisors currently working at Truvize Financial Planning, 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.

Name	Location	Years of experience
Andrew Harris	El Paso, TX	17
Jonathan Lopez	El Paso, TX	16

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