Find The Best Financial Advisors in Guaynabo, Puerto Rico

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Guaynabo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Guaynabo & pick the one as per your needs

How To Find The Best Financial Advisors in Guaynabo, Puerto Rico
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Guaynabo, Puerto Rico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 10 non-vetted financial advisors in Guaynabo, Puerto Rico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Guaynabo, Puerto Rico have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Guaynabo, Puerto Rico

Top Financial Advisor Firms in Guaynabo, Puerto Rico (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MISSION PRIME LLC 475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966	318328	$2,121,342,058	4	A percentage of AUM, Fixed fees
FREEDOM ADVISORY Centro Internacional De Mercadeo, 90 Carr 165 Ste 505 Guaynabo, PR, 00968-8067	147546	$697,771,861	805	A percentage of AUM, Fixed fees
THE PHOENIX FUND ADVISOR LLC Villa Caparra, 243 Pr State Road No. 2, Guaynabo, PR, 00969	316384	$603,957,947	1	Performance Based
CONNELLY CAPITAL MANAGEMENT LLC 2 Tabonuco Street, Gam Tower, Suite 401a Guaynabo, PR, 00968	324104	$587,218,392	2	A percentage of AUM, Other (A STATED PERCENTAGE OF TAX SAVINGS.)
X-SQUARE CAPITAL Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803 Guaynabo, PR, 00968	167237	$423,636,050	220	A percentage of AUM, Performance Based, Other (AD HOC EXPERT CONSULTING FEES)
UNIVERSAL FINANCIAL SERVICES INC. Metro Office Park, Calle 1 Lote 10 Guaynabo, PR, 00968	131558	$374,368,239	1	A percentage of AUM
ATLAS ASSET MANAGEMENT LLC Buchanan Office Center 40 Carr 165, Suite 201 Guaynabo, PR, 00968-8022	173561	$333,982,565	13	A percentage of AUM, Fixed fees
ARCO GLOBAL MANAGEMENT, LLC Metro Office Park 7 St. #1, Suite 204 Guaynabo, PR, 00968	287921	$288,741,739	1	Fixed fees, Performance Based, Other (TRANSACTION FEES, CONSULTING FEES, FINDER FEES AND SIMILAR FEES)
VAUBAN WEALTH MANAGEMENT Lot K-2 Marginal Street Suite 201, Oasis Gardens Development Guaynabo, PR, 00969	305222	$146,344,769	51	A percentage of AUM, Fixed fees
SYGNUS CAPITAL PR LLC Metro Office Park, Valencia Building 17,, Street 2, Suite 640 Guaynabo, PR, 00968	283447	$118,017,674	7	A percentage of AUM, Performance Based

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