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Jeremiah Sanchez

Advisor at Crescendo Wealth Group LLC

Updated today
Crescendo Wealth Group LLC logo

Firm

Crescendo Wealth Group LLC

Location

San Antonio, TX 78242

Credentials

Series 63, Series 65

Industry experience

4 years

About

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Merrill Lynch, Victory Capital, and Bukaty Financial. He is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency that is currently inactive. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm employs long-term investment strategies supported by quantitative methods and offers a range of investment vehicles while also directing clients to third-party managers when appropriate.

Client services

Based on Crescendo Wealth Group LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Crescendo Wealth Group LLC

Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing

Fee options

Percentage

$0+: 1.50% annually (Portfolio Management) $0+: 0.75% annually (Pension Consulting) $0 - $500,000: 1.50% (Crescendo) + 0.05% (ALPS) = 1.55% total (Third-party advisory) $500,001 - $2,000,000: 1.50% (Crescendo) + 0.04% (ALPS) = 1.54% total (Third-party advisory) $2,000,001+: 1.50% (Crescendo) + 0.03% (ALPS) = 1.53% total (Third-party advisory)

Commissions

Advisors may receive commissions for insurance sales separate from advisory fees; insurance commissions are disclosed and clients are not required to purchase through the firm.

Other

Fee-only: Fees are negotiable; advisory fees are asset-based and generally paid monthly or quarterly in arrears.

Location

6818 Grand Valley Drive

San Antonio, TX 78242

Most active in

Louisiana · Texas

Work history

Crescendo Retirement Plan Advisors

2024 - Present (2 years)

One Digital (Affiliation)

2024 - 2024 (1 year)

Merrill

2022 - 2023 (1 year)

Victory Capital

2020 - 2022 (2 years)

Bukaty Financial

2016 - 2020 (4 years)

Bass Pro Shop

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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Nicholas C

CFA®

San Antonio, TX

Lime Rock Investment Management Company, Inc.

Wealth management
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