# Luis Montero

> Luis Montero is a fee-only financial advisor at Taursas Investments in Houston, Texas. Luis charges a percentage of assets.

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

## Facts

- **Firm:** Taursas Investments
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $38.2M across 203 accounts
- **CRD:** 7841141 (https://adviserinfo.sec.gov/individual/summary/7841141)
- **SEC registration:** Investment adviser representative in CA, IL, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://taursas.com

## Frequently asked questions

### Is Luis Montero a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and Taursas Investments 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 charges a percentage of assets.

### Where is Luis Montero based?

Luis Montero is based in Houston, Texas.

### Is Luis Montero registered with the SEC?

Yes. Luis Montero is registered as an investment adviser representative in CA, IL and TX (CRD 7841141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taursas Investments manage?

Taursas Investments reports $38.2M across 203 accounts in assets under management.

### How do I contact Luis Montero?

Through Luis's website, taursas.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7841141): 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://www.taursas.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.