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
Series 63, Series 65
Experience Industry experience
34 years
Location
Cypress, TX
Level Four Advisory Services
Multi-team
Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.
Based on Level Four Advisory Services
Based on Level Four Advisory Services
Financial planning services offered for fixed fees (one-time or split payments); Annual consulting services offered for negotiated fixed fees.
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000+: 0.50%
Certain registered representatives earn commissions on securities and insurance products sold through affiliated broker-dealer; commissions are separate from advisory fees.
Financial planning services hourly fees generally not to exceed $300 per hour.
Annual consulting services offered for negotiated fixed fees payable monthly or quarterly.
Account minimum: $40,000 Fee-only: Financial planning services charged hourly up to $300/hour; fixed fees also available; asset management fees negotiable up to 2.50% annually; retirement plan services charged fixed or percentage fees up to 2.50% annually; donor advised funds fees up to 1.0%; sub-advisory fees included in total advisory fees.
Cypress, TX
Cypress TX
Advisors at this office
1
Louisiana · Texas
34 years of industry experience
Level Four Advisory Services
2021 - Present • 5 years
Dallas, TX
Level Four Financial, Llc
2007 - Present • 19 years
Dallas, TX
Raymond James Financial Services, inc.
2001 - 2007 • 6 years
Houston, 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63
Houston, TX
Oaks Wealth Management
Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.
CFP®, ChFC®, Series 65
Spring, TX
Personal Prosperity LLC
Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.
Series 65
Spring, TX
B. Lively Financial, LLC
Brian Lively is the principal of B. Lively Financial, LLC, an independent advisory firm based in Spring, TX. He holds a Series 65 designation and began his financial advisory career in 2026. Prior to founding the firm, he has worked at United Surgical Partners Incorporated since 2015. Mr. Lively devotes the majority of his professional time to a healthcare occupation outside the advisory business. B. Lively Financial, LLC provides discretionary portfolio management and investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an equity-focused investment approach that combines charting, technical, and fundamental analysis to implement growth- or momentum-oriented and sometimes concentrated positions across a range of securities, operating under ERISA fiduciary standards with ongoing client consultations.
Series 63, Series 66
Tomball, TX
Taylor Williams Private Wealth Management LLC
Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.
Series 65
Spring, TX
Blue Aris
Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.
Series 63, Series 65
Spring, TX
Ascending Assets
Matthew Mann is a financial advisor at Ascending Assets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of advising, he has worked with Domino's Pizza since 2016. Ascending Assets LLC provides portfolio management and investment planning services primarily to corporations and business entities. The firm focuses on tailored portfolio construction and ongoing monitoring, applying a blend of cyclical and fundamental analysis alongside modern portfolio theory in its investment approach.
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