Luis Aponte
Select Advisory Group · San Juan, Puerto Rico
Luis Aponte is a fee-only financial advisor at Select Advisory Group in San Juan, Puerto Rico. Select Advisory Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Select Advisory Group |
|---|---|
| Based in | San Juan, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $80.9M across 50 accounts |
| SEC registration | Investment adviser representative in PR · CRD 5659330 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
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Questions about Luis
Is Luis Aponte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and Select Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis's firm, Select Advisory Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Luis Aponte based?
Luis Aponte is based in San Juan, Puerto Rico.
Is Luis Aponte registered with the SEC?
Yes. Luis Aponte is registered as an investment adviser representative in PR (CRD 5659330), 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 Select Advisory Group manage?
Select Advisory Group reports $80.9M across 50 accounts in assets under management.
How do I contact Luis Aponte?
Contact details aren't on file yet. Search for Select Advisory Group.
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
- 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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