# Garza Financial Planning

Garza Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 321126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321126

## About

GARZA FINANCIAL PLANNING is a state-registered investment adviser in DALLAS, TX. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Who runs investment decisions at Garza Financial Planning?

Garza Financial Planning has not publicly disclosed the names or roles of its investment professionals. The firm's principals are responsible for portfolio decisions.

### What services does Garza Financial Planning provide beyond investment management?

The firm offers estate planning, tax coordination, and financial planning services. It integrates these disciplines to coordinate clients' wealth across legal, tax, and investment domains.

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Last updated: 2026-07-06T01:24:17.226Z

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