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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Corpus Christi, TX 78401
M. E. Allison & Co., Inc.
Team
Richard Bonner is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co. in 2019, he worked at Cetera Advisors LLC for six years. Outside of advising, he has involvement as a bookkeeper for mineral interest royalties. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a team of ten advisors who implement client portfolios through a combination of in-house strategies and third-party sub-advisers.
Based on M. E. Allison & Co., Inc.
Based on M. E. Allison & Co., Inc.
$100,000 - $499,999: 1.50% (Equity & Blends Separately Managed Accounts) $500,000 - $999,999: 1.25% (Equity & Blends Separately Managed Accounts) $1,000,000 - $1,999,999: 1.00% (Equity & Blends Separately Managed Accounts) $2,000,000+: 0.85% (Equity & Blends Separately Managed Accounts) $100,000 - $499,999: 1.30% (Fixed Income & Mutual Funds Separately Managed Accounts) $500,000 - $999,999: 1.05% (Fixed Income & Mutual Funds Separately Managed Accounts) $1,000,000 - $1,999,999: 0.80% (Fixed Income & Mutual Funds Separately Managed Accounts) $2,000,000+: 0.65% (Fixed Income & Mutual Funds Separately Managed Accounts) $150,000 - $499,999: 1.50% (Multi-Manager Accounts) $500,000 - $999,999: 1.40% (Multi-Manager Accounts) $1,000,000 - $4,999,999: 1.25% (Multi-Manager Accounts) $5,000,000+: 1.00% (Multi-Manager Accounts) $50,000 - $499,999: 1.50% (UMAs, Fund Strategy Portfolios/ETF Accounts) $500,000 - $999,999: 1.25% (UMAs, Fund Strategy Portfolios/ETF Accounts) $1,000,000 - $4,999,999: 1.00% (UMAs, Fund Strategy Portfolios/ETF Accounts) $5,000,000+: 0.85% (UMAs, Fund Strategy Portfolios/ETF Accounts) $100,000 - $499,999: 1.50% (Representative as Portfolio Manager Accounts) $500,000 - $999,999: 1.25% (Representative as Portfolio Manager Accounts) $1,000,000 - $4,999,999: 1.00% (Representative as Portfolio Manager Accounts) $5,000,000+: 0.85% (Representative as Portfolio Manager Accounts) $500,000 - $999,999: 1.50% (M.E. Allison Directed Strategies) $1,000,000 - $4,999,999: 1.00% (M.E. Allison Directed Strategies) $5,000,000+: 0.85% (M.E. Allison Directed Strategies)
Advisors may receive commission on insurance products and 12b-1 fees from mutual funds purchased before affiliation; no commissions charged on advisory accounts
Financial Planning fees may be assessed hourly; fees subject to negotiation
Account minimum: $50,000 Minimum fee: Financial Planning fees generally $5,000; 401(k) plan advisory minimum typically $5,000/year Fee-only: Financial Planning fees ~$5,000; 401(k) Consulting with fees up to 1.5%, often 0.50%
Corpus Christi, TX
800 N. Shoreline Blvd., Suite 1701 S
Corpus Christi TX 78401
Advisors at this office
1
Texas
34 years of industry experience
M.E. Allison & Co., Inc.
2019 - Present • 7 years
Corpus Christi, TX
Cetera Advisors LLC
2013 - 2019 • 6 years
Denver, CO
IFG Advisory Services Inc.
2000 - 2004 • 4 years
Corpus Christi, 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.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63, Series 65
Corpus Christi, TX
GNH CHFC Advisory Services
Gary Hannah is the principal advisor at GNH CHFC Advisory Services in Corpus Christi, TX, with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has been self-employed since 1985. He is also appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services operates as an independent firm that refers prospective clients to third-party registered investment advisers offering pooled vehicles and managed account programs. The firm does not manage client assets directly but provides client information and disclosures to support selection among multiple large institutional managers.
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 credential with three years of industry experience. His prior work includes roles at New York Life Insurance Company and Medivita Health. Oak Tree Wealth Management provides discretionary asset management and financial planning to individuals and small businesses, including management of 403(b) retirement accounts through a Fidelity platform. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers regular public seminars and workshops at no charge.
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Phillip Plant is a financial advisor with Springwater Advisors, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Springwater Advisors since 2009 and has longstanding involvement with Herndon Plant Oakley firms since the late 1990s. Plant serves as a board member and managing partner for several investment-related entities. Springwater Advisors provides discretionary portfolio management, consulting, and comprehensive financial and estate planning services to individuals, families, high-net-worth clients, and charitable organizations. The firm employs diverse investment strategies including fundamental, technical, and cyclical analysis, and utilizes sub-manager selection as part of its portfolio management approach.
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.
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