Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
2831 Saint Rose Pkwy, Suite 200, Henderson, NV, 89052
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Luis Francisco RosaRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Luis hosts a podcast, owns part of an online store, provides tax preparation services, and works as a public speaker and content creator. He is also an investment advisor representative for Origin Investment Advisory.
Employment History
Current Registrations
Origin Investment Advisory LLC
Build a Better Financial Future LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Haydel, Biel & Associates
Arete Wealth Management, LLCBroker
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLC Broker
Grodsky Associates, INC.Broker
Grodsky Associates, INC.Broker
State Registrations5 states
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