Michael Garcia
ViaQuest Financial · Houston, Texas
Michael Garcia is a fee-only financial advisor at ViaQuest Financial in Houston, Texas. ViaQuest Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | ViaQuest Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Languages | Spanish |
| Assets under management | $174.4M across 559 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2729630 |
| Exams passed | Series 63 (1996) · Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | viaquestfinancial.com |
| Profile |
How Michael's firm compares
- ViaQuest Financial's average account is about $312,000, from its Form ADV (assets managed divided by 559 accounts).
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Questions about Michael
Is Michael Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and ViaQuest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, ViaQuest Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
What languages does Michael work in?
Besides English, ViaQuest Financial offers service in Spanish, according to its website.
Where is Michael Garcia based?
Michael Garcia is based in Houston, Texas.
Is Michael Garcia registered with the SEC?
Yes. Michael Garcia is registered as an investment adviser representative in TX (CRD 2729630), 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 ViaQuest Financial manage?
ViaQuest Financial reports $174.4M across 559 accounts in assets under management.
How do I contact Michael Garcia?
Through Michael's website, viaquestfinancial.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
- ViaQuest Financial 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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