# Miguel Rios Amurrio

> Miguel Rios Amurrio is a fee-only financial advisor at TQM Wealth Partners in Marblehead, Massachusetts, who holds the CFP credential. Miguel focuses on equity compensation, founders (pre-exit) and estate & legacy planning. TQM Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** TQM Wealth Partners
- **Based in:** Marblehead, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $123.7M across 220 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Founders, Executives, High earners, Pre-retirees, Multi-generational families, Divorced individuals
- **CRD:** 7375891 (https://adviserinfo.sec.gov/individual/summary/7375891)
- **SEC registration:** Investment adviser representative in FL, MA, NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.tqmwealthpartners.com

## Frequently asked questions

### Is Miguel Rios Amurrio a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Miguel holds no broker registration, and TQM Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Miguel charge for financial advice?

Miguel's firm, TQM Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Miguel Rios Amurrio based?

Miguel Rios Amurrio is based in Marblehead, Massachusetts.

### What does Miguel specialize in?

Miguel's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Miguel works with founders, executives, high earners, pre-retirees and multi-generational families.

### What credentials does Miguel Rios Amurrio hold?

Miguel Rios Amurrio holds the CFP credential.

### Is Miguel Rios Amurrio registered with the SEC?

Yes. Miguel Rios Amurrio is registered as an investment adviser representative in FL, MA and NY (CRD 7375891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TQM Wealth Partners manage?

TQM Wealth Partners reports $123.7M across 220 accounts in assets under management.

### How do I contact Miguel Rios Amurrio?

Through Miguel's website, www.tqmwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7375891): 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.tqmwealthpartners.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.