Angel Escobedo, CFP®
In House Tax Prep | Fee-Only Wealth Advisors | Bilingual (Spanish & English)
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Serving Clients Nationwide
In House Tax Prep | Fee-Only Wealth Advisors | Bilingual (Spanish & English)
Areas of Focus
- Estate Planning
- International and Cross-border Planning
- Investment Management
- Retirement Planning
- Taxes
About Angel Escobedo, CFP®
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 ®
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
Compensation Methods
- Offers Advice-Only Services
- 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 Fiduciary Financial Advisors
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 DisclosureWho 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
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