RUIZ FINANCIAL GROUP, LLC

Overview

Ruiz Financial Group, LLC is organized as a limited liability company that offers fee-based advisory services to individuals and small businesses. Their client-facing services include comprehensive financial planning, discretionary portfolio management for individual and small-business accounts, pension consulting, and the selection or oversight of outside advisers. The firm reports that it functions as a capital allocator, suggesting it constructs portfolios both by managing assets directly and by sourcing other managers or vehicles when appropriate. Fee arrangements are flexible and include percentage-of-assets, hourly engagements, and fixed-fee arrangements. Ruiz Financial Group does not identify as an active ESG investor. The adviser is not described as multi-state or newly formed in the available data.

Assets & Accounts