GARZA FINANCIAL PLANNING

Overview

Garza Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm serves individual and family clients and delivers traditional planning and portfolio services, with stated activities that include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is a mix of asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant. Custody for client assets is concentrated at Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Location & Offices