Pecusavvy Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,131,660
Total clients
16
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$570,729
About
Pecusavvy Financial, LLC provides discretionary investment management and financial planning services primarily to retirement plans and institutional-type clients, while also offering wealth management to individual and high-net-worth clients. Deliverables include portfolio construction using low-cost mutual funds and ETFs, ongoing investment supervision, and retirement-plan advisory engagements.
The firm’s investment process is driven by fundamental analysis and a generally long-term orientation, with flexibility to rebalance or trade shorter term as needed to meet objectives. PF frequently implements portions of client portfolios through unaffiliated Independent Managers and conducts initial and ongoing due diligence and oversight of those managers while retaining discretionary authority over overall portfolio implementation.
What distinguishes the firm is its emphasis on ERISA 3(21) retirement plan fiduciary services—covering IPS design, vendor analysis, participant education tracking, benchmarking and ERISA 404(c) assistance—which is a specialization less common among peers in this category. The firm also integrates third‑party insurance consulting platforms and institutional custody/software relationships into its service model and is recently established with a single principal holding multiple professional credentials relevant to plan and wealth advising.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Wealth management fees based on tiered schedule; Retirement plan advisory fees up to 0.20% annually
Main office location
Pecusavvy Financial, LLC
1214 Montana Ave
El Paso TX 79902, United States
Number of offices
1
Most active in
Pecusavvy Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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