Advisor at KWS Advisory Group, 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
KWS Advisory Group, LLC
Location
Edinburg, TX 78539
Credentials
Series 65
Industry experience
< 1 year
Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and based in Edinburg, TX. He has 19 years of experience working at Region One Education Service Center. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC, a brokerage affiliate. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, using SEI-managed account solutions and a combination of fundamental, technical, charting, and cyclical analysis.
Based on KWS Advisory Group, LLC
Financial planning fixed fees between $1,500 and $5,000
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour for financial planning
Fee-only: Hourly fee of $150 per hour; Fixed fees between $1,500 and $5,000 for financial planning
3407 W Alberta Rd
Edinburg, TX 78539
Texas
Region One Education Service Center
2007 - Present (19 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.
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