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Monica Cervantes

PAX Financial Group

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About Monica Cervantes

Monica Cervantes is an Investment Advisor Representative with Pax Financial Group. Monica is a licensed Investment Advisor in Texas and holds the Series 65 exam. Monica has been in the financial services industry since 2010 and has worked with various firms such as Brent Forrest & Associates, Haynie & Co., Darilek Butler & Associates, DK Partners, PC, Northwestern Mutual, and Pax Financial Group. Monica is also a limited partner in SOCER LLC. Monica is a board member of the Financial Planning Association - San Antonio & South Texas Chapter, Aid the Silent, and the Dean's Advisory Council for the HEB School of Business - University of the Incarnate Word.

Firm Information

Monica Cervantes is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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podcasts

Podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under pontera advisory

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Monica Cervantes’s Registration & Firm History

TX

05/12/2021 - Present

PAX Financial Group (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 05/12/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Cervantes.
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