A complete list of active advisors currently associated with Argent Wealth Management, Inc.

Warmer can help you find a great advisor at Argent Wealth Management, Inc. or one who fits your needs even better.

Argent Wealth Management, Inc. provides personalized, fee-only financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses; as of 12/31/2025 it reported 72 Core Advisory clients with $172.4 million in regulatory assets under management and $73.2 million in assets under advisement. Its services include development of financial goal and investment plans, implementation support, and periodic reporting to clients. The firm emphasizes strategic asset allocation implemented primarily with passive, no-load mutual funds and exchange-traded funds, with periodic rebalancing and model-driven recommendations. Investment recommendations are delivered on a non‑discretionary basis—Argent implements trades only after client approval and typically operates under limited agent trading authority for accounts where clients have granted it. What is distinctive about Argent relative to many independent peers is its primarily non‑discretionary asset base and the explicit inclusion of employer‑sponsored accounts as assets under advisement (accounts it advises on but cannot trade), a structure less common among independent advisers. The firm is strictly fee-only, does not accept commissions or sell financial products, adheres to CFP and NAPFA codes of ethics, and does not vote client proxies.

To learn more about the advisors currently working at Argent Wealth Management, Inc., 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
Scott Jacobsmeyer profile photo Scott Jacobsmeyer
Round Rock, TX
20
Warmer team member

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.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")