jwimshwif14

 Financial Planning

Need advice, a second opinion, spending plan, or have some financial questions. Get started with a short questionnaire.

Start Here

 

unrkg2jh1j0

Investing

Ready to open your Individual Retirement Arrangement (IRA), rollover a 401K or other accounts. Simply click below.

Start Here

 

t5bva-q_m_y

Free Portfolio Risk Analysis

Learn how much risk you should take with your money and what is your portfolio’s risk.

Start Here

 

STRAIGHTFORWARD – CUSTOM – PERSONALIZED – FOCUSED

How it Works

 

Get to know you, your goals, and your unique financial situation.

Partner with you to create a custom-tailored financial plan for your goals.

Put your plan into action and invest your portfolio—making sure you remain engaged when you want to be.

Work with you to keep track of your plan’s progress.

Rebalance your portfolio as necessary and partner with you to revise your plan when important changes in your life occur.

PRICING SIMPLIFIED

Hourly

$80 Per Hour

Affordable

Need a customized financial plan, have some doubts, have a specific question, need to develop a spending plan to eliminate debt, or would like a second opinion, this is for you.

For more details on pricing read the Client Agreement or ADV Part 2. 

 

Fee for AUM

0.50% Annual Fee

 Straightforward

You’ll get the benefit of a fiduciary advisor, which includes fund fees and ongoing investment advice, and more for an annual cost of 0.50% of your assets under management. That’s less than one-half the industry average of 1.02%.*

For more details on pricing read the Client Agreement or ADV Part 2

 

Low Cost

The less you pay, the more you keep.

 

It really is that simple! Partner with a fiduciary advisor that has your best interest in mind.

 

 

 

 

You’re partnering with a company that puts you first in everything we do.

 

Gustavo Montemayor

To better serve you I consistently strive to grow and take the time to listen and understand your concerns. I value God, family, honesty, and happiness. I look forward to working with you.

Email

gustavo@planvestor.com

Phone

956-220-8889

Address

8791 Snow Falls Dr. Laredo, TX 78045

 

Disclosure

Disclosure: All written content on this site is for informational purposes only.  Opinions expressed herein are solely those of Gustavo Montemayor, Principal, or Finpoint, LLC dba PlanVestor.  Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness.  PlanVestor has no control over the accuracy or content in websites found through the links within.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Fee-only financial planning and investment advisory services are offered by PlanVestor, a registered investment advisory firm in the states of Texas.