Advisor at Fiduciary Financial Advisors
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
Fiduciary Financial Advisors
Location
Round Rock, TX
Credentials
CFP®, Series 63
Industry experience
5 years
Angel Escobedo is a CFP® with five years of industry experience, currently serving at Fiduciary Financial Advisors. His prior experience includes roles at Origin Financial, Capasso Planning Partners LLC, Charles Schwab & Co., Inc., and Lake Tahoe Wealth Management. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments with fundamental, technical, and quantitative analysis, and offers specialized services such as professional trustee administration and access to private alternative funds.
Based on Fiduciary Financial Advisors
Based on Fiduciary Financial Advisors
Outsourced CFO services range from $7,200 to $50,000 annually, charged as fixed fees; initial up-front fee charged separately, negotiable.
Under $2,000,000 - $2,000,000: Up to 0.95% $2,000,001 - $5,000,000: Up to 0.90% $5,000,001 - $10,000,000: Up to 0.75% $10,000,001 - $50,000,000: Up to 0.55% $50,000,001 - $150,000,000: Up to 0.35% Over $150,000,000+: Up to 0.15%
Financial planning up to $500 per hour.
Minimum fee: Professional Trustee Services minimum annual fee: $10,000 Fee-only: Financial planning services charged as fixed fees up to $100,000 or hourly fees up to $500/hour; fees negotiable.
Round Rock, TX
Texas
Fiduciary Financial Advisors, LLC
2024 - Present (2 years)
Origin Financial
2022 - 2022 (1 year)
Capasso Planning Partners LLC
2020 - 2024 (4 years)
Charles Schwab
2019 - 2020 (1 year)
UnEmployed
2018 - 2019 (1 year)
Lake Tahoe Wealth Management
2018 - 2018 (1 year)
Texas Tech University
2013 - 2017 (4 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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
Pflugerville, TX
Premca LLC
Series 66
Austin, TX
Solaris Private Wealth Management
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFA®, Series 63
Volente, TX
Trinvest Advisors, LLC
CFP®, ChFC®, Series 66
Round Rock, TX
Perry Investment Management, LLC
CFP®, Series 65
Round Rock, TX
Argent Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")