Argent Wealth Advisors, LLC

Argent Wealth Advisors is an independent, fee‑only investment adviser that serves individuals, trusts, charitable organizations and corporate clients, offering wealth management, investment management, and investment analysis and selection. The firm manages roughly $47 million for a modest number of client accounts and focuses on developing financial and investment plans to support clients’ long‑term goals.

The firm’s investment approach emphasizes academically grounded principles and Modern Portfolio Theory, constructing diversified portfolios principally through institutional no‑load mutual funds and exchange‑traded funds and tailoring asset‑allocation plans to each client’s risk tolerance and time horizon. Argent typically operates on a non‑discretionary basis, obtaining client approval before executing transactions and conducting ongoing monitoring and rebalancing to align portfolios with objectives.

Two features that distinguish Argent from many peers are its role as sponsor and portfolio manager of a wrap‑fee program, which bundles transaction costs into advisory fees, and its reliance primarily on non‑discretionary management — practices that are relatively uncommon among independent advisers. The firm also typically recommends and participates in an institutional custody program (Charles Schwab), receiving research, trading and operational services that it discloses as potential conflicts to be managed.