# Jesus Longoria

> Jesus Longoria is a fee-only financial advisor at Amicus Financial Advisors in Mcallen, Texas, who holds the CFP credential. Jesus focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jesus-longoria/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Amicus Financial Advisors
- **Based in:** Mcallen, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $550.9M across 1,486 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 4406531 (https://adviserinfo.sec.gov/individual/summary/4406531)
- **SEC registration:** Investment adviser representative in NM, TX
- **Exams passed:** Series 63 (2001), Series 65 (2001)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.amicusadvisors.com

## Frequently asked questions

### Is Jesus Longoria a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jesus holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jesus charge for financial advice?

Jesus's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jesus Longoria based?

Jesus Longoria is based in Mcallen, Texas.

### What does Jesus specialize in?

Jesus's specialties include retirement planning and tax planning. Jesus works with pre-retirees.

### What credentials does Jesus Longoria hold?

Jesus Longoria holds the CFP credential.

### Is Jesus Longoria registered with the SEC?

Yes. Jesus Longoria is registered as an investment adviser representative in NM and TX (CRD 4406531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Amicus Financial Advisors manage?

Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.

### How do I contact Jesus Longoria?

Through Jesus's website, www.amicusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4406531): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://amicusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.