Victor Garza
Garza Financial Planning · Dallas, Texas
Victor Garza is a fee-only financial advisor at Garza Financial Planning in Dallas, Texas, who holds the CFP credential. Garza Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Garza Financial Planning |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.7M across 164 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4684570 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.garzafinplan.com |
| Profile |
How Victor's firm compares
- Garza Financial Planning's average account is about $84,000, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Victor
Is Victor Garza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Garza Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, Garza Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Victor Garza based?
Victor Garza is based in Dallas, Texas.
What credentials does Victor Garza hold?
Victor Garza holds the CFP credential.
Is Victor Garza registered with the SEC?
Yes. Victor Garza is registered as an investment adviser representative in TX (CRD 4684570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Garza Financial Planning manage?
Garza Financial Planning reports $13.7M across 164 accounts in assets under management.
How do I contact Victor Garza?
Through Victor's website, www.garzafinplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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