Luis Montero
Taursas Investments · Houston, Texas
Luis Montero is a fee-only financial advisor at Taursas Investments in Houston, Texas. Luis charges a percentage of assets.
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Facts
| Firm | Taursas Investments |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Assets under management | $38.2M across 203 accounts |
| SEC registration | Investment adviser representative in CA, IL, TX · CRD 7841141 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | taursas.com |
How Luis's firm compares
- Taursas Investments's average account is about $188,000, from its Form ADV (assets managed divided by 203 accounts).
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Questions about Luis
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.
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
- Taursas 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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