SANCHEZ & ZURES, LLC
SEC RegisteredOptimize your Financial Future
About the firm
Sanchez & Zures, LLC provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals. The firm upholds the professional standards of the Certified Financial Planner and Certified Public Accountant designations and offers a complete range of wealth advisory services without charging any commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only financial planning, portfolio management, and tax preparation services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $39M |
| High Net Worth Individuals | 63 | $203M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $1,000,000 | 1.00% |
| $1,000,000 to $3,000,000 | 0.75% |
| $3,000,001 and above | — |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SANCHEZ & ZURES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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