Advisor at Retirement Resources Wealth Management, Lp
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Firm
Retirement Resources Wealth Management, Lp
Location
El Paso, TX 79912-1623
Credentials
Series 65
Industry experience
18 years
Thomas Herbert is a financial advisor at Retirement Resources Wealth Management, LP in El Paso, TX, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2004. Retirement Resources Wealth Management serves individual investors, trusts, estates, charitable organizations, and small businesses, offering financial planning, investment management, retirement, and estate planning services. The firm uses a strategic asset-allocation approach combining passive index and exchange-traded funds with selective active management, providing globally diversified portfolios managed under documented investment policy statements.
Based on Retirement Resources Wealth Management, Lp
Based on Retirement Resources Wealth Management, Lp
Financial planning fees range from $450 to $3,000, negotiable; retainer agreement fees negotiable
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.25% $10,000,001+: 1.00%
Hourly planning engagements at $125 per hour
Minimum fee: Minimum annual fee of $50, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted
7362 Remcon Cir
El Paso, TX 79912-1623
Texas
Retirement Resources Wealth Management, Lp
2004 - Present (22 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.
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