Hugo Vega Calder
CAF Investments · Guaynabo, Puerto Rico
Hugo Vega Calder is a fee-only financial advisor at CAF Investments in Guaynabo, Puerto Rico. Hugo focuses on retirement planning and small business owners. CAF Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | CAF Investments |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $40.5M across 532 accounts |
| SEC registration | Investment adviser representative in PR · CRD 7988818 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | cafinvestment.com |
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Tell Hugo a little about what you're looking for. Hugo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hugo
Is Hugo Vega Calder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hugo holds no broker registration, and CAF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hugo charge for financial advice?
Hugo's firm, CAF Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Hugo Vega Calder based?
Hugo Vega Calder is based in Guaynabo, Puerto Rico.
What does Hugo specialize in?
Hugo's specialties include retirement planning and small business owners. Hugo works with founders.
Is Hugo Vega Calder registered with the SEC?
Yes. Hugo Vega Calder is registered as an investment adviser representative in PR (CRD 7988818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does CAF Investments manage?
CAF Investments reports $40.5M across 532 accounts in assets under management.
How do I contact Hugo Vega Calder?
Through Hugo's website, cafinvestment.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
- CAF Investments 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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