✛ Local education
Finding a fee-based fiduciary advisor in the Rio Grande Valley
The Valley has plenty of people who sell financial products and fewer independent fiduciaries. Here is how to tell them apart.
To find a genuine fee-based fiduciary in the Rio Grande Valley, ask three things in writing: are you a fiduciary, how are you paid, and what conflicts of interest do you have. Then read the Form CRS and Form ADV. The answers separate advisers from salespeople.
The questions to ask
Put them in writing and keep the answers.
- Are you a fiduciary on the advice you give me?
- How exactly are you paid, and by whom?
- Do you or your affiliates earn commissions, and on what?
- Can I see your Form CRS and Form ADV?
Why local still matters
A local fiduciary knows the Valley's employers, the Starbase equity picture, and the professionals and owners who make up the region. That context is hard to get from a firm that visits once a quarter.
Common questions
How is Greenridge Wealth paid?
Greenridge Wealth is fee-based: paid primarily by advisory fees, with any affiliate insurance commissions disclosed. It acts as a fiduciary on the investment advice it gives. Registration in Texas is pending.
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