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Wellspent public graph/Locations/United States/Puerto Rico
United States

Fee-only advisors in Puerto Rico

Fee-only advisors in Guaynabo, San Juan and Moca, plus 2 other cities.

By the numbers

The Wellspent public graph lists 25 fee-only financial advisors serving Puerto Rico at 12 firms, most in Guaynabo, San Juan and Rincon. 8% hold the CFP certification. Of the 25 with fees on file, 100% charge percentage of assets.

Advisors listed
25
Firms
12
Cities
5
Hold the CFP
8%
  • Other credentials: CFA 4%
  • How they charge (of 25 with fees on file): percentage of assets 100% · fixed fees 56% · hourly 48% · performance-based fees 28%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Puerto Rico (25)

Fee-only advisors serving Puerto Rico: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Natalia Ivanova NewGen Wealth Creation Rincon Not listed Percentage of assets
Cynthia Curtis Nelson Eagle Bay Family Office San Juan Not listed Percentage of assets, Hourly
Ashley Ramirez Quiles CAF Investments Guaynabo Not listed Percentage of assets, Hourly
Carlos Feliciano CAF Investments Guaynabo Not listed Percentage of assets, Hourly
David Padilla Herrera Intuitivo PR Guaynabo Not listed Percentage of assets, Hourly
Douglas Reed AtlanticMidwest Global Advisors Moca Not listed Percentage of assets, Hourly
Gabriel Roman Bibiloni CAF Investments Guaynabo Not listed Percentage of assets, Hourly
Hugo Vega Calder CAF Investments Guaynabo Not listed Percentage of assets, Hourly
Jose Linares Blasini CAF Investments Guaynabo Not listed Percentage of assets, Hourly
Joseph Davies Chapel Bridge Wealth Advisors San Juan CFA Percentage of assets, Fixed fees
Maria Colon CAF Investments Guaynabo Not listed Percentage of assets, Hourly
Nelson Barragan Intuitivo PR Guaynabo Not listed Percentage of assets, Hourly
Christian Rivera Chinea Chinea Wealth Management Guaynabo Not listed Percentage of assets, Hourly
Jonathan Pacheco Figueroa Chapel Bridge Wealth Advisors San Juan Not listed Percentage of assets, Fixed fees
Renee Davies Chapel Bridge Wealth Advisors San Juan Not listed Percentage of assets, Fixed fees
Ryon Beyer Generational Private Wealth San Juan Not listed Percentage of assets
Giancarlo Diaz-Munio Mendez Freedom Advisory Guaynabo CFP Percentage of assets, Fixed fees
Roberto Rivera Vazquez Freedom Advisory Guaynabo CFP Percentage of assets, Fixed fees
Karlamary Aleman Aponte Freedom Advisory Guaynabo PFS Percentage of assets, Fixed fees
Anthony Cruz Ortiz Finanxial Investment Advisors San Juan Not listed Percentage of assets
Eduardo Ramos Perez Freedom Advisory Guaynabo Not listed Percentage of assets, Fixed fees
Edward Barros Finanxial Investment Advisors San Juan Not listed Percentage of assets
Julio Cintron ESI Advisors Ponce Not listed Percentage of assets, Hourly
Luis Aponte Select Advisory Group San Juan Not listed Percentage of assets, Fixed fees
Ricardo Ramos Perez Freedom Advisory Guaynabo Not listed Percentage of assets, Fixed fees

Firms headquartered in Puerto Rico (10)