RGV Wealth Management — Financial Planner, McAllen
Financial Planner in McAllen — Family-run firm with personal attention
Financial planner · McAllen, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- McAllen, United States
- Known For
- Family-run firm with personal attention, TRS retirement insights for educators
AI Summary
McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.
Quick Answer
McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security. Key services include Wealth Management, Financial Planning Consultation, Retirement Planning.
This business is typically used for family-run firm with personal attention and trs retirement insights for educators.
Common Questions
- What services does RGV Wealth Management provide?
- RGV Wealth Management provides Wealth Management, Financial Planning Consultation, Retirement Planning.
- Where is RGV Wealth Management located?
- RGV Wealth Management is based in McAllen, United States and serves McAllen.
- Who is RGV Wealth Management for?
- RGV Wealth Management serves Rio Grande Valley residents building wealth and Texas educators planning for retirement.
What this business does
RGV Wealth Management is a financial planner based in McAllen, United States.
- Provides Wealth Management and Financial Planning Consultation
- Specializes in family-run firm with personal attention
- Serves rio grande valley residents building wealth
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 86% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- RGV Wealth Management (sources disagree)
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- McAllen, United States
- Official website
- https://www.sergio-rojas.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/rgv-wealth-management-mcallen-259b
- Summary
- McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 52
- Data Consistency
- 86% (checked 2026-07-08)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
Location
4124 N 23rd St Ste 2McAllen, Texas
78504
US
(sources disagree)
About RGV Wealth Management
McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.
Customer Reviews
4.9 ★★★★½
Based on 55 Google reviews
Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
Service areas
- McAllen
Target audience
- Rio Grande Valley residents building wealth
- Texas educators planning for retirement
- Families seeking financial security
Specialties
- Family-run firm with personal attention
- TRS retirement insights for educators
Social profiles
Frequently asked questions
What can I expect during my first meeting?
The first meeting is a no-pressure conversation to discuss your financial goals, current situation, and any questions you have, to determine if there is a mutual fit.
Is there a charge for the initial consultation?
No, the initial consultation is complimentary, whether it's virtual, in-person, or by phone.
What is the fee structure for wealth management services?
Annual advisory fees are based on assets under management, starting at 1.25% for $250,000 - $499,999 and decreasing for higher asset tiers.
Are you a fiduciary?
Yes, as a CERTIFIED FINANCIAL PLANNER™ professional, Sergio A. Rojas is held to a fiduciary standard, obligated to act in clients' best interests.
Business hours
- Monday
- 08:00 – 17:00
- Tuesday
- 08:00 – 17:00
- Wednesday
- 08:00 – 17:00
- Thursday
- 08:00 – 17:00
- Friday
- 08:00 – 17:00
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +19566836020
Official website: https://www.sergio-rojas.com/