Edgar Cortez
Schlindwein Associates · Dallas, Texas
Edgar Cortez is a fee-only financial advisor at Schlindwein Associates in Dallas, Texas. Schlindwein Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schlindwein Associates |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $167.1M across 363 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 7908530 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sallc.com |
How Edgar's firm compares
- Schlindwein Associates's average account is about $460,000, from its Form ADV (assets managed divided by 363 accounts).
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Questions about Edgar
Is Edgar Cortez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edgar holds no broker registration, and Schlindwein Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edgar charge for financial advice?
Edgar's firm, Schlindwein Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edgar Cortez based?
Edgar Cortez is based in Dallas, Texas.
Is Edgar Cortez registered with the SEC?
Yes. Edgar Cortez is registered as an investment adviser representative in IL and TX (CRD 7908530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schlindwein Associates manage?
Schlindwein Associates reports $167.1M across 363 accounts in assets under management.
How do I contact Edgar Cortez?
Through Edgar's website, www.sallc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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