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Tony Lee Adkison

Advisor at Advisor Share Wealth Management, LLC — Mansfield, TX

Updated today

Credentials

Series 66

Experience

15 years

Location

Mansfield, TX

Advisor Share Wealth Management, LLC logo

Advisor Share Wealth Management, LLC

Multi-team

Total advisors

47

Across 43 offices

Clients per advisor

47 Low

Avg AUM per client

$121,600 Very Low

HNW client ratio

2% Very Low

About

Tony Adkison is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been involved in various roles, including stewardship coaching and estate planning services through Stewardship Legacy Coaching, LLC, and Stewardship Advisory Group, LLC. Outside of advisory work, he operates as an independent insurance agent and has experience in family legacy and business legacy coaching. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios and provides alternative investment options, operating with ERISA/IRC fiduciary obligations for retirement accounts.

Client services

Based on Advisor Share Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Comprehensive asset management platform provider

Expertise

Based on Advisor Share Wealth Management, LLC

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Advisor Share Wealth Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning fixed fees generally range from $500 to $25,000 depending on scope and services

Percentage

$0+: 0.40% - 0.60% (Platform asset-based fee range) $0+: 0.50% - 1.90% (Portfolio Management and Selection of Other Advisers fees, negotiable) $0+: 0.50% - 1.75% (Retirement Plan Asset Management Services fees, negotiable)

Commissions

Commission-based compensation for insurance products sold by firm representatives, separate from advisory fees

Project-based

Hourly Financial Planning and Consulting engagements at $250 per hour

Other

Account minimum: $25,000 Fee-only: Financial Planning fees negotiable from $500 to $25,000 (fixed fee), hourly fees at $250/hour

Location

See office

Mansfield, TX

Mansfield TX

Advisors at this office

1

Most active in

Texas

Work history

15 years of industry experience

Advisor Share Wealth Management, LLC

2026 - Present • 1 year

Vancouver, WA

Stewardship Legacy Coaching, LLC

2018 - 2026 • 8 years

Mansfield, TX

Stewardship Legacy Coaching, LLC

2018 - 2026 • 8 years

Mansfield, TX

Prime Concepts, LLC

2016 - 2017 • 1 year

Mansfield, TX

Stewardship Advisory Group, LLC

2013 - Present • 13 years

Ocoee, FL

United Planners' Financial Services

2011 - 2026 • 15 years

Scottsdale, AZ

Synergy 4000 LLP / T Four Properties LLP

2010 - 2024 • 14 years

Plano, TX

Stewardship Estate Planning

2010 - 2026 • 16 years

Ocoee, FL

Tony Adkison Independent Insurance

2009 - Present • 17 years

Mansfield, TX

Disclosures

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

Business activities & affiliations

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Evan M

Series 66, Series 7

Arlington, TX

Stirlingshire Investments

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities Gen Z (Born 1996-2010) Gen Y/Millennials (Born 1980-1995)

David M

Series 63, Series 65, Series 6

Fort Worth, TX

First Command Advisory Services

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

Active portfolio management Tax-loss harvesting Wealth management General retirement planning Roth conversion strategy Retired Military & Veterans Mid-Career Professionals Approaching retirement Young Professionals Retired

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980) Women Professionals
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Corey Callaway is the sole advisor at Callaway Financial Services with 42 years of industry experience. He holds a Series 63 designation and has led various entities related to his firm since 2000. Outside of his advisory and insurance work, he holds a 15% ownership stake in Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services to individuals, families, trusts, businesses, and institutional clients. The firm employs an active, momentum-based investment approach incorporating charting, fundamental and technical analysis, and provides both model and custom portfolio management options.

Active portfolio management Retirement income strategy
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