user avatar

Chuck Dewayne Blanton

Advisor at LPL Financial — Brock, TX

Updated today

Credentials

Series 66

Experience

15 years

Location

Brock, TX 76087

LPL Financial logo

LPL Financial

Institution

Total advisors

25,460

Across 11,249 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Chuck Blanton is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011 and has 15 years of industry experience. He also operates a CPA firm focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks, utilizing various portfolio strategies and technology tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Brock, TX

1903 Fm 1189 Ste 600

Brock TX 76087

Advisors at this office

1

Most active in

Texas

Work history

15 years of industry experience

LPL Financial

2011 - Present • 15 years

Lipan, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Josh B

CFP®

Weatherford, TX

Exponential Advisors LLC

Joshua Brooks, CFP®, is the founder of Exponential Advisors, a fee-only fiduciary financial planning firm serving military leaders, veterans, and their families. With more than two decades of military service and current service as an Army Reserve chaplain, Joshua understands that leaving the military is more than a career change. Decisions involving the Survivor Benefit Plan, Thrift Savings Plan, VA benefits, insurance, taxes, civilian compensation, and family priorities often arrive at the same time. He founded Exponential Advisors to help military families coordinate these decisions through a disciplined planning approach called Operational Wealth Stewardship. Joshua advises clients on retirement income, TSP and employer retirement plans, survivor planning, investment management, tax-aware planning, insurance, charitable giving, estate coordination, and the responsible role digital assets may play within a diversified financial plan. His experience as an enlisted Infantryman, officer, combat veteran, chaplain, husband, and father shapes the way he works: listen carefully, clarify what matters most, explain the tradeoffs in plain language, and develop a practical course of action. His objective is not to predict markets or chase financial trends, but to help clients coordinate their resources with greater clarity, discipline, and purpose.

General retirement planning Life insurance needs analysis General estate planning guidance Passive / index investing Cash flow / budgeting Military & Veterans Government Employee Retired Christian Faith Based Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995) Established Professionals
user avatar

Matthew E

CFP®, Series 66

Lipan, TX

Forum Wealth Group

Matthew Ervin is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Forum Wealth Group, an independent firm he joined in 2026 after working at Calton & Associates, Inc. and Smart Money Group, LLC for a decade. Outside of finance, he is involved in managing livestock on a part-time basis. Forum Wealth Group provides ongoing portfolio management, comprehensive financial planning, and targeted advisory consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory to guide asset allocation and offers a range of investment strategies including mutual funds, ETFs, fixed income, alternatives, and the use of margin and options trading.

Options & derivatives strategies Active portfolio management Liquidity event planning Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive

Travis M

CFP®

Weatherford, TX

Forthright Financial Services

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

Business Financial Management Business exit / sale strategy Tax strategies for small businesses Independent Contractor
user avatar

Vint S

Series 66

Weatherford, TX

Stevenson Advisory Services & Investments

Vint Stevenson is the principal advisor at Stevenson Advisory Services & Investments, an independent firm based in Weatherford, TX. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at Regal Investment Advisors LLC and Securities America. Outside of finance, he owns and educates through Stevenson Firearms & Ammo, a firearms and gunsmithing business. Stevenson Advisory Services & Investments offers discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and multiple technical analysis methods, managing a small client roster with tailored investment programs and quarterly account reviews.

General retirement planning Cash flow / budgeting Tax-loss harvesting
user avatar

Todd V

Series 63, Series 65

Weatherford, TX

VanDenburg Capital Management

Todd Vandenburg is the sole advisor at VanDenburg Capital Management in Weatherford, Texas, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2017, following prior roles at SCF Investment Advisors and SCF Securities. Outside of his advisory work, Vandenburg serves as a director of the H&R Peters Family Foundation and has authored books since 2014. VanDenburg Capital Management is an independent, fee-only firm serving individuals, trusts, and high-net-worth clients, including business owners, executives nearing retirement, and emerging-wealth families. The firm provides discretionary investment management, financial planning support, and educational resources, managing portfolios across a range of risk profiles primarily with ETFs, mutual funds, bonds, REITs, and alternative investments.

Private / alternative investments Real estate investing Executive Founder/Business Owner Young Professionals
user avatar

Robert H

Series 63, Series 65

Weatherford, TX

Hamrick Financial, LLC

Robert Hamrick is the sole advisor at Hamrick Financial, LLC in Weatherford, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led his independent firm since 2008, providing advisory services primarily on a non-discretionary basis. Hamrick Financial, LLC serves individual and high-net-worth clients by offering investment supervisory services and hourly financial planning, emphasizing documented client objectives and a combination of fundamental and technical analysis. The firm manages approximately $60 million mostly non-discretionarily, providing a broad range of investment options while leaving trading and proxy voting decisions to clients.

General retirement planning Income planning General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)