Financial Advisors
Austin, TX
Fiduciary Financial Advisors, founded by CFP® Angel Escobedo, is an independent wealth management firm specializing in comprehensive financial planning, retirement planning, investment management, estate planning, and in-house tax preparation. The firm operates on a fee-only model with transparent pricing (maximum 0.95% annual advisory fee) and serves clients nationwide from their Austin location, with particular expertise in serving diverse populations including expats, business owners, healthcare professionals, and families navigating complex financial situations. Angel Escobedo brings a personal financial planning degree from Texas Tech University, bilingual Spanish-English expertise, and a 95% client retention rate, emphasizing data-driven decision-making and financial peace of mind.
Ideal for: Business owners, healthcare professionals, expats and immigrants, families navigating blended or complex situations, investors seeking transparency and lower-cost management
Service area: Austin, TX and nationwide
Fee-Only, Transparent Pricing: Maximum 0.95% annual advisory fee regardless of asset size, with no commission-based products recommended. The firm prioritizes cost mitigation and transparency in all fee structures.
In-House Tax Preparation: Comprehensive tax prep integrated into financial planning services, combined with active VITA volunteer work serving low-income families.
Rare Bilingual CFP® Expertise: Angel Escobedo is part of the 1% of CFP advisors who speak Spanish, bringing cultural competence to expat, immigrant, and cross-border planning needs.
Address: 9600 Great Hills Trl Suite 150W, Austin, TX 78759
Phone: (512) 710-5089
Website: wealthtender.com
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