RIA Intel›Advisers›Texas›GARZA FINANCIAL PLANNING, LLC

GARZA FINANCIAL PLANNING, LLC

Advisory

DALLAS, TX

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in TX
#2,273
of 2,813 advisers by AUM
Average account
$84K
across 164 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
40
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients40
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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LINDUS ADVISORS, INC.
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ADAMS WEALTH MANAGEMENT GROUP LLC
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