Retirement Resources Wealth Management, LP

Retirement Resources Wealth Management, LP (CRD# 142428) is a financial advisory firm headquartered in El Paso, TX. They manage $22,000,000 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $141,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Retirement Resources Wealth Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
Thomas A. Herbert
CRD#: 5245636
7362 Remcon Cir, El Paso, TX 79912
93
Wealthminder
score

Thomas Herbert (CRD# 5245636) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 9 years of experience in the finance industry.

2
David C. Preece
CRD#: 5485171
7362 Remcon Cir, El Paso, TX 79912
93
Wealthminder
score

David Preece (CRD# 5485171) is an Investment Advisor Representative working at Retirement Resources Wealth Management, LP in El Paso, TX and has over 8 years of experience in the finance industry.

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