Perry Vasquez
Advisor at Vascorp Wealth 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.
Advisor at Vascorp Wealth 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
Vascorp Wealth Advisors
Location
Arvada, CO 80002
Credentials
CFP®
Industry experience
27 years
Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.
Based on Vascorp Wealth Advisors
Based on Vascorp Wealth Advisors
$0 - $1,500,000: 1.30% $1,500,000+: Negotiable
Commissions earned from insurance product sales; commissions paid directly by insurance companies.
Planning services billed at $250 per hour.
Fee-only: Financial planning services charged $250 per hour, total plan cost ranges from $500 to $6,000 based on hours provided.
8108 Ralston Road
Arvada, CO 80002
Colorado
Genesee Wealth Strategists
2003 - Present (23 years)
Financial Planning Centers of America, Inc.
1991 - Present (35 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.
Accountant / CPA / tax prep
They offer tax and accounting 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.
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.
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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