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Angel Escobedo, CFP®

In House Tax Prep | Fee-Only Wealth Advisors | Bilingual (Spanish & English)

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Fiduciary Financial Advisors Angel Escobedo, CFP®
Austin, TX

Serving Clients Nationwide

In House Tax Prep | Fee-Only Wealth Advisors | Bilingual (Spanish & English)

10 Certified Advisor Reviews™
Rate this Advisor

512-710-5089

Website

Areas of Focus

  • Estate Planning
  • International and Cross-border Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Angel Escobedo CFP®

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.
I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 35, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association

Primary Location

9600 Great Hills Trl, Suite 150W, Austin, TX 78759

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

I'm looking forward to speaking with you! Please select a time that works best with your schedule. Weekend availability is all virtual. All in-person meetings must be scheduled from Monday through Friday, 8:00 a.m. to 5:00 p.m.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Fiduciary Financial Advisors is an independent financial planning and wealth management firm founded on the core principles of combining lower-cost investment management with robust financial and retirement planning to help our clients navigate financial life.

A few things to know about us:

Our Philosophy
Math wins. We are a value-focused firm that seeks to remain as prudent as possible at all times in both investing and financial planning decisions. Our firm credo is “In God we trust, everyone else must bring data.” (credit to Edward Deming)

Fees/costs
We do not recommend commission-based investment products but instead focus on fee-only advice for our investment management service.

To protect our client's best interests, we have a maximum annual advisory fee of 0.95%, regardless of asset size, which may decrease depending on portfolio size or scope of work. This means our clients get a great deal compared with national averages (as measured by the most recent State of Retail Wealth Management published by PriceMetrix*). We proactively attempt to mitigate fees and expenses where possible.

Our clients
Our clients are primarily individuals, families, companies, and foundations. We primarily work with people who are feeling one (or more) of these:

Not sure how much you pay in investment fees or commissions (we have a rule: if you don’t know how much you pay, it’s too much! It’s true almost every time)

Not satisfied with the frequency or type of communication you currently receive

You're putting money away, but still not sure where you will end up come retirement.

Frustrated with a lack of transparency or clarity about your investments

I want to learn more about how to become a better investor, but I don't want to take on a second career.

Many of our Financial Advisors have developed specializations focused on serving particular types of clients. This allows clients with specific needs to find just the right Advisor. To learn about our specialty disciplines, visit the Who We Serve page.

Account size

We have a wide variety of Financial Advisors and as such, we work with investors of all sizes. Some of our Advisors focus on earlier career families while others work with families with at least $2 million in investable assets. At a firm level, we do not believe in investment minimums. However, that does not mean we take on everyone. Like you, we want a relationship based on trust and respect; two qualities that have nothing to do with how much money you have.

Education

Texas Tech University: Bachelors of Science in Personal Financial Planning

Volunteer Experience

VITA: Volunteer Income Tax Assistance The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $60,000 or less, persons with disabilities, the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. Assistance is provided at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations.

Hobbies and Interests

  • Football
  • Music
  • Video Games
  • Writing

FINRA Lookup

View Disclosure

Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Contractors
  • Corporate Executives
  • Couples
  • Divorce
  • DIY Investors
  • Dual Income Family
  • Educators
  • Engineers
  • Entrepreneurs
  • Expats
  • Families
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Investors
  • Parents
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Remote Workers
  • Sales Professionals
  • Single Women
  • Special Needs
  • Specialty Sub-Contractors
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

BFAF (best financial adviser forever)

✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
Good teacher: I have zero experience in finance and he taught me basics financial wise well. All my financial knowledge comes from him. Great financial adviser: Explain reasons well the reasons behind his advice/decision. He was able to make financial plans based on your interest, goals, financial situations. Great friend: He is easy going and personable. He is excited to meet you and get to know you in person. He is talented and made for doing this job. Chat with him and you will know it.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pete
Pete

Best FA ever

✅ Wealthtender Certified Advisor Review™
Jun 8, 2024
It can be daunting to find a trusting FA with your life savings. From the first intro meeting it was very clear that Angel Escobedo really understood the market and how to get the very best outcome for his clients. He ensured my comfort and understanding and was able to alleviate any anxiety with his friendliness and fun energy by keeping things light throughout entire meeting while getting the job done which to me are hallmarks of his Svc. Most notable and personally important to me was I never felt pressured, I was completely impressed. Angel is reliable, honest and operates with integrity. The quality of his Svc exceeds my expectations and has never been anything less then exemplary. I wouldn’t ever think of going with anyone else. I can’t appreciate him enough. I would highly recommend Angel Escobedo best FA ever.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anita Lopez
Anita Lopez

Integrity, Expertise, Communication

✅ Wealthtender Certified Advisor Review™
Jun 5, 2024
The BEST FA in the business! I have never met a financial advisor with his level of integrity and business acumen. Truly a breath of fresh air in the industry. I trust him implicitly with the future of my family. You should too.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christopher Warren
Christopher Warren

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 5, 2023
Angel has been a great partner in planning our financial future. I say partner because that is what it feels like talking with him. He has really taken the time to get to know my wife and I and make us feel like a team that is working to provide a solid financial future for our family. He is very fun to talk with, quick with a joke, and available whenever you need him. I can’t recommend him more if you are looking to plan out your financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Baxmeyer
John Baxmeyer

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 15, 2022
I've been working with Angel Escobedo for the last 9 months or so, and in that time he has completely transformed the way I view, think about, and interact with my assets. Our regular touch-bases are highlights in my month: he's so friendly, personable, knowledgeable, and thorough, and we accomplish so much in such a short time. I come to him with questions and he always has timely, well-researched answers that I trust. I know my finances are in good hands with him and I recommend him to everyone I know who's looking for a CFP who goes above and beyond.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kali McCullough
Kali McCullough

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2022
When it comes to understanding and managing finances I’ve never been too good with it. But for Angel Escobedo it’s his first language. I’m very impressed and grateful for the amount of help he single handedly gave me. Angel broke down every term into its basic elements and made someone who’s never been great with money understand it better than I ever have in my life. I definitely recommend setting up a meeting with him to get further insight or just learn something that will help you. With Mr Escobedo on my team, I have all the confidence I need moving forward and planning for my future with my investments and planning for retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Armand Hernandez
Armand Hernandez

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 13, 2022
I have had the pleasure of working with Angel. His delivery approach is current and simple; his knowledge on the markets is excellent. In addition, Angel has a great supportive team and he can address any situation related to insurance, taxes, estate planning, etc. Angel is one stop shop for all you financial planning needs. I highly recommend!!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nelson Penuela
Nelson Penuela

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 9, 2022
They really don't teach you much about investments and taxes in high school. But having people like Angel Escobedo in your financial life is a godsend. He's very helpful, knowledgeable and really looks out for your best interests!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Camacho
Mark Camacho

5 Stars

✅ Wealthtender Certified Advisor Review™
May 28, 2022
Angel really understands you as a whole person, not just an account. I really appreciate this about his approach and philosophy to advising. As a younger client who has pretty limited financial experience beyond the bare basics, Angel really takes the time to help explain things to me in ways that show how much he cares about my understanding. He is a great teacher who is always so patient and goes the extra mile to teach, look into questions, and ultimately make me feel confident in my decisions. Angel is extremely sharp and knowledgeable about all things finance, and knows exactly how to navigate any situation you throw at him. He doesn’t shy away from complexity and has access to lots of great resources and connections when he needs them. Couldn’t be happier with my decision to go with him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy
Amy

5 Stars

✅ Wealthtender Certified Advisor Review™
May 24, 2022
Very grateful I found this incredible company and the perfect advisor that fits my needs and goals. I grew up with little to no education in finance or in investment planning. Searching for an advisor was almost like online dating… How do I find someone that I can trust my life’s work and be assured they make the moves right for me. First conversation with Angel Escobedo was effortless. He truly listened to my concerns and life goals. Yet that phone call was just the beginning. I’m all for structure and planning and the Capasso team has it down pat. Initiation is multiple meetings with impressive software planning demonstrations, thorough educational sessions (for those of us with less experience can better understand terminology yet those familiar probably get a lot from it as well), and some actual testing to understand where you stand with risk. By the end I knew more about my own take on finance than I ever have. And I’ve sat through plenty of fidelity planning sessions. As you work through their steps there is a very secure and easy way to upload needed information to their system. Pretty happy with the low maintenance yet versatile way to get them documents when I live cities away. All the while, Angel is communicating the process. I never once felt lost or confused or unsupported. Now. Looking at the portfolio. Holy cow I’m going to be rich. But seriously. I’m very excited to have Angel taking care of my retirement planning. My confidence in his skills alone is beyond my previous expectations. Let alone having his entire team at Capasso. They all support and assist in more ways than I know, like Kelly getting my accounts swapped over so all I had to do was spend two minutes on a phone call with Fidelity and her. It has been a major weight lifted off my mind having them to back me. Lastly, things I didn’t know I would get from this. Long term disability insurance. Angel sifted through my work benefits and got me to the right people for insurance that will make up what I need just in case. As I work in one of the deadliest industries I think he knew what was best for me more than me. And with that he actually got me to create and sign a Will. He has helped me figure out a 529 for my sister’s kids. Even keeping on top of my schedule for me so I could get it finalized in time. He even checked on me multiple times during tax season. The idea that financial planners aren’t interested in your well-being, and just leach money from you is complete garbage. Had I kept my contributions like Fidelity has I’d probably have an ok 401k when I retire. Having Angel and Capasso I know that I am getting the best performance from my investments and that their immense research and work is going to make me a happy retiree one day.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kristin Uuk
Kristin Uuk
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