A complete list of active advisors currently associated with ANCAP Financial
Warmer can help you find a great advisor at ANCAP Financial or one who fits your needs even better.
The firm provides fee-only financial planning and wealth management primarily to individual and high‑net‑worth clients, and also offers retirement plan consulting and management services for employer plans. Its offerings include one‑time comprehensive financial plans, ongoing wealth management (which includes investment management), and plan fiduciary/ERISA services for sponsors. Investment programs are typically constructed with a passive, asset‑class approach using mutual funds, ETFs, and outside managers, with discretionary portfolio management available as part of ongoing wealth management. The firm also advises on less traditional alternatives such as private equity and digital assets on a recommendation basis and works with clients to set risk tolerance, allocation targets, and any account restrictions. A distinguishing feature is its fee model: the firm generally uses fixed project or recurring fees rather than charging advisory fees as a percentage of assets under management, and it operates as a fee‑only adviser that does not accept commissions. The firm is relatively new and modest in scale (about $62.8 million in AUM across roughly 64 clients with a two‑advisor team), and its advisors hold professional credentials (CFP®, APMA®) while offering a written satisfaction guarantee on planning engagements.
To learn more about the advisors currently working at ANCAP Financial, 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.
You can also browse ANCAP Financial's office locations.
Name |
Location |
Years of experience |
|---|---|---|
League City, TX
| 5
| |
Friendswood, TX
| 1
|
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