A complete list of active advisors currently associated with Angel Legacy Advisors, LLC
Warmer can help you find a great advisor at Angel Legacy Advisors, LLC or one who fits your needs even better.
Angel Legacy Advisors provides discretionary wealth management and financial planning to individuals, trusts, estates, and retirement plans, and it offers stand‑alone planning engagements as well. The firm reports managing roughly $2.25 million across about 15 client relationships and delivers ongoing portfolio supervision and financial planning services. The firm’s investment approach is primarily fundamental and generally long‑term, building portfolios around low‑cost mutual funds and ETFs and, when appropriate, individual stocks and bonds. Angel Legacy Advisors implements client strategies on a discretionary basis, may recommend and oversee independent managers, and offers held‑away account review and non‑discretionary advice for assets maintained elsewhere. What is distinctive is the firm’s explicit pension consulting and ERISA‑focused retirement plan advisory work—services include vendor analysis, investment policy design, benchmarking, performance reporting, and ERISA 404(c) assistance, which fewer independent solo advisors provide. The firm’s principal holds CFP certification and brings prior product management experience in financial services, and the small number of clients combined with inclusion of held‑away assets in fee arrangements indicates a focused, hands‑on practice model.
To learn more about the advisors currently working at Angel Legacy Advisors, LLC, 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 |
|---|---|---|
Lubbock, TX
| 10
|
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