Rolando Perez
Animus Wealth Management · Mcallen, Texas
Rolando Perez is a fee-only financial advisor at Animus Wealth Management in Mcallen, Texas. Rolando focuses on estate & legacy planning. Animus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Animus Wealth Management |
|---|---|
| Based in | Mcallen, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.9M across 33 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6536522 |
| Exams passed | Series 63 (2016) · Series 66 (2020) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.animuswm.com |
How Rolando's firm compares
- Animus Wealth Management's average account is about $361,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Rolando
Is Rolando Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rolando holds no broker registration, and Animus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rolando charge for financial advice?
Rolando's firm, Animus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rolando Perez based?
Rolando Perez is based in Mcallen, Texas.
What does Rolando specialize in?
Rolando's specialties include estate & legacy planning.
Is Rolando Perez registered with the SEC?
Yes. Rolando Perez is registered as an investment adviser representative in TX (CRD 6536522), 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 Animus Wealth Management manage?
Animus Wealth Management reports $11.9M across 33 accounts in assets under management.
How do I contact Rolando Perez?
Through Rolando's website, www.animuswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mcallen
Other advisors in Texas who focus on estate & legacy planning
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
- Animus Wealth Management 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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