83 Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
83 Financial works with individuals, high-net-worth individuals, small business owners, and charitable organizations, providing wealth management and financial planning services. The firm offers both ongoing portfolio management for individual accounts and limited-scope, project-based financial planning engagements.
Services are delivered on a fee-only basis, with recurring fixed-fee wealth-management arrangements as well as project-based work that may be billed on a fixed or hourly basis. Investment guidance combines modern portfolio theory with fundamental, technical, and cyclical analysis, and the firm may use passive and active funds and options strategies (including covered calls and long options) to implement client objectives.
Compared with peers in its registration category, the firm is notable for explicitly offering individual portfolio management alongside structured financial planning and for using both fixed and hourly fee arrangements, which are relatively uncommon among similar firms. The brochure also discloses professional certifications in financial and retirement planning and indicates the firm does not serve as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging between $250 to $10,000 for Project-Based Financial Planning
Hourly rate of $250 for Project-Based Financial Planning
Minimum fee: Recurring fixed fees ranging from $3,000 to $12,000 per month for Wealth Management services Fee-only: Fee-only firm: advisory fees are the only compensation received from clients; no commissions or sales-related compensation
Main office
Parker TX
Advisors at this office
1
Most active in
Texas
Also doing business as
83 Financial · Eighty Three Financial · Eighty Three Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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