Francisco Salaverry
Tanglewood Legacy Advisors · Houston, Texas
Francisco Salaverry is a fee-only financial advisor at Tanglewood Legacy Advisors in Houston, Texas. Francisco focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Tanglewood Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Tanglewood Legacy Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $809.0M across 563 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6752973 |
| Exams passed | Series 65 (2024) · Series 66 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.family-cfo.com |
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Questions about Francisco
Is Francisco Salaverry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Tanglewood Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francisco charge for financial advice?
Francisco's firm, Tanglewood Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Francisco Salaverry based?
Francisco Salaverry is based in Houston, Texas.
What does Francisco specialize in?
Francisco's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and tax planning. Francisco works with founders.
Is Francisco Salaverry registered with the SEC?
Yes. Francisco Salaverry is registered as an investment adviser representative in TX (CRD 6752973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tanglewood Legacy Advisors manage?
Tanglewood Legacy Advisors reports $809.0M across 563 accounts in assets under management.
How do I contact Francisco Salaverry?
Through Francisco's website, www.family-cfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Tanglewood Legacy Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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