GARZA FINANCIAL PLANNING

GARZA FINANCIAL PLANNING of DALLAS, TX is an SEC-registered investment adviser (CRD 321126). Regulatory assets under management: $13.7M.

Registration

• CRD: 321126
• Type: Registered investment adviser
• Location: 8080 N CENTRAL EXPRESSWAY, DALLAS, TX, 75206
• Phone: (214) 444-3683
• Latest filing: 2026-04-23
• Regulatory AUM: $13.7M
• Discretionary AUM: $13.7M
• Clients: 1
• Accounts: 164

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search