A complete list of active advisors currently associated with ACI Wealth Advisors
Warmer can help you find a great advisor at ACI Wealth Advisors or one who fits your needs even better.
ACI Wealth Advisors provides discretionary portfolio management, financial planning and consulting to individuals, family offices, trusts and a limited number of institutional clients where it is registered. The firm manages about $25.9 million in discretionary assets, offers 401(k) plan oversight and a menu of managed portfolios (including passive Smart Select options) and also serves as investment manager to a private pooled vehicle, the ACI Bull Harbor Fund. The firm’s investment process combines fundamental, technical, cyclical and macro analysis and typically emphasizes diversified index and sector ETFs supplemented by defined‑risk options overlays to generate income and manage downside exposure. In its private fund the adviser pursues a value‑oriented, concentrated long bias with short tactical hedges, momentum plays using liquid ETFs and selective asymmetrical option positions, with portfolio construction that can be meaningfully different from its separately managed account strategies. Distinctive aspects relative to many peers include acting as a fund sponsor/private fund adviser while remaining an independent registered adviser, an affiliation with an insurance agency and the adviser’s licensed activity as an insurance agent (selling term life and fixed index annuities) with related disclosures about potential third‑party compensation. The firm also works with a family‑office service provider to offer expanded concierge services and educational training for clients and advisors, and it discloses and documents potential conflicts when insurance or family‑office referrals are recommended.
To learn more about the advisors currently working at ACI Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 15
|
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.
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”)