Advisor at Custos Family Office LLC
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
Custos Family Office LLC
Location
Rockport, TX
Credentials
Series 63, Series 66
Industry experience
12 years
Audrey Soza is a financial advisor at Beacon Advisors with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Securities, LLC and Custos Family Office. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, employing a combination of long-term, tactical, and value-oriented strategies tailored to clients’ objectives and risk tolerance.
Based on Custos Family Office LLC
Based on Custos Family Office LLC
Fixed fees for financial plans range from $1,000 to $100,000
Financial planning hourly rates up to $500 per hour depending on complexity
Maximum 20% of net of fee portfolio performance relative to agreed benchmark, capped at 0.20% quarterly, no high watermark
Account minimum: $1,000,000 Minimum fee: Annual fixed fees range from $1,000 to $500,000 depending on the level of engagement
Rockport, TX
Texas
Beacon Advisors
2025 - Present (1 year)
Custos Family Office
2022 - 2025 (3 years)
Wells Fargo Securities, LLC
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
CFP®, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
CFP®, Series 63
Rockport, TX
Geneos Wealth Management, Inc.
Series 63, Series 65
Portland, TX
Raymond James Financial
Series 66
Rockport, TX
LPL Enterprise
Series 63, Series 65
Rockport, TX
Wells Fargo Clearing
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")