Bradford Jude Sylve
Advisor at DFW Wealthcare Advisors, LLC — Euless, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
30 years
Location
Euless, TX
DFW Wealthcare Advisors, LLC
Independent
Total advisors
1Clients per advisor
13 TypicalAvg AUM per client
$387,676 TypicalHNW client ratio
8% TypicalBradford Sylve is a CFP® professional with 30 years of experience in financial advising. He has been with DFW Wealthcare Advisors, LLC since 2017 and is also the owner of DFW Strategic College Funding Solutions, which offers college admission and financial aid planning. Additionally, he operates a CPA practice providing tax and accounting services and sells various insurance products. DFW Wealthcare Advisors is a fee-based financial planning and investment management firm serving individual clients and retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction, offers discretionary and non-discretionary management, and provides ERISA plan consulting with limited-scope 3(21) fiduciary advice.
Based on DFW Wealthcare Advisors, LLC
Based on DFW Wealthcare Advisors, LLC
Financial planning flat fees between $750 and $9,500 based on complexity; consulting flat fees also possible
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually Over $5,000,000+: 1.00% annually
Insurance products sold for typical commissions separately from advisory services
Consultation fees $250 per hour, may be negotiable
Fee-only: Financial planning flat fee between $750 and $9,500 based on complexity; Consulting fees $250/hour, negotiable
Euless, TX
Euless TX
Advisors at this office
1
Louisiana · Texas
30 years of industry experience
DFW Wealthcare Advisors, LLC
2017 - Present • 9 years
Southlake, TX
DFW Strategic College Funding Solutions
2017 - Present • 9 years
Southlake, TX
Cetera Advisor Networks LLC
2010 - 2017 • 7 years
El Segundo, CA
DFW Wealthcare Advisors, LLC
2000 - Present • 26 years
Southlake, TX
Bradford Sylve, Cpa
1980 - Present • 46 years
Southlake, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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