Advisor at Truvize Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truvize Financial Planning
Location
El Paso, TX 79936
Credentials
Series 63, Series 65
Industry experience
16 years
Andrew Harris is a financial advisor with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, Securities America, Cetera Advisors, and Investors Capital Corp. He has a minority ownership interest in Glide Scooter Sharing, Inc., a business currently liquidating its assets. Truvize Financial Planning serves individuals—including high-net-worth and high-income earners—pension and profit-sharing plans, and certain broker-dealer clients. The firm provides portfolio management and tiered financial planning based on individualized Investment Policy Statements, using fundamental analysis, modern portfolio theory, and a long-term trading approach.
Based on Truvize Financial Planning
Based on Truvize Financial Planning
$0+: 0.35% up to 1.00% (Portfolio Management) $0+: 0.40% up to 1.00% (Pension Consulting)
Fee-only: Fixed fees for financial planning: $750 for 90 Minute Plan; $3,000 to $18,000 for Truvize Financial Plan; $5,500 to $18,000 annually for Ongoing Planning
11323 Rojas Dr Ste A3
El Paso, TX 79936
Texas
Truvize Financial Planning Llc
2024 - Present (2 years)
LPL Financial, llc
2019 - 2024 (5 years)
Securities America, Inc.
2017 - 2019 (2 years)
Cetera Advisors LLC
2016 - 2017 (1 year)
Investors Capital Corp
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
El Paso, TX
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Truvize Financial Planning
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