Spanish-speaking financial advisors
How do I find Spanish-speaking fee-only advisors?
Look for a fee-only firm that says it works in Spanish, and ask whether your own advisor speaks it. Check that documents can be in Spanish too. Records to start with include Michael Hibbetts of ViaQuest Financial, Anthony Benante of Baron Financial Group, LLC and Leyder Murillo of Wolfpack Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Hibbetts ViaQuest Financial, Houston Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Anthony Benante Baron Financial Group, LLC, Morristown Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Leyder Murillo Wolfpack Wealth Management, Denver Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Ismael Garcia Garcia Financial Planning, Meridian Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Celina Ochoa Haynie Wealth Management, Salt Lake City Holds the CFP. Fees on file: percentage of assets.
- Rey Arellano Zenith Financial Planning, Lenexa Holds the CFP. Fees on file: percentage of assets.
Questions about spanish-speaking financial advisors
How many Spanish-speaking fee-only advisors are there in the US?
The Wellspent public graph lists 71 Spanish-speaking fee-only advisors in the US, from every advisor record that fits.
How does Wellspent decide who counts as Spanish-speaking fee-only advisors?
We count an advisor here when their firm's website says it works in Spanish.
What should I ask Spanish-speaking fee-only advisors in the US?
Will my advisor speak Spanish, or an interpreter? Are your documents in Spanish? Have you worked with clients with family abroad? How do you charge?
A sample of these advisors
The first 50 of 71. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Autumn Knutson | Styled Wealth | Tulsa | CFP | Ongoing planning fee, One-time planning fee |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Leyder Murillo | Wolfpack Wealth Management | Denver | AWMA, CFP, MBA, SE-AWMA | Flat fee or retainer, Hourly |
| Anthony Benante | Baron Financial Group, LLC | Morristown | CFA, CFP, ChFC, FPQP | Percentage of assets, Fixed fees |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Rey Arellano | Zenith Financial Planning | Lenexa | CFP | Percentage of assets |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Donald Heishman | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Jonathan Cox | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Justin Souder | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Mark Herman | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Michael Wakeham | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Ronald Whitley | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Sean Tyll | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Shannon Ware | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Abel Reyes | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Alexander MacKnight | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Juan Dager Vancampenhoud | TitanRex | Arlington | Not listed | Percentage of assets, Hourly |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Kent Christensen | Haynie Wealth Management | Salt Lake City | Not listed | Percentage of assets |
| Robert Phelan | Concierge Financial Advisor | Parrish | CFA | Percentage of assets |
| Shihfang Chuang | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Nicole Phelan | Concierge Financial Advisor | Parrish | Not listed | Percentage of assets |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Ana Rieber | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Arianna Kaufman | Activest Wealth Management | Aventura | Not listed | Percentage of assets, Fixed fees |
| Christian Rivera Chinea | Chinea Wealth Management | Guaynabo | Not listed | Percentage of assets, Hourly |
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