Argon Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to high-net-worth individuals, developing personalized investment policies and asset allocation targets through ongoing client discussions. It operates as a fee-only adviser and also offers educational seminars and speaking engagements for groups on financial topics.
The investment approach emphasizes asset allocation and the use of mutual funds and ETFs, with manager and fund analysis to limit overlap and monitor mandates; the firm routinely uses passive strategies alongside other implementations as appropriate. Portfolios may be managed on a discretionary or non-discretionary basis, are tailored to client risk tolerance and restrictions, and financial planning is included for investment management clients without an additional charge.
Noteworthy for its peer group, the firm offers fee-based educational seminars and speaking engagements (virtual or in-person) that are explicitly educational and do not provide individualized investment advice to attendees, with topics and travel arrangements determined with the client. The adviser is newly formed, operates with a single principal who holds a CPA credential, currently reports no assets under management, and requires clients to establish accounts with a designated institutional custodian for trade execution and custody.
Client services
Expertise
Fee options
Educational seminars/speaking engagements fees range from $1,000 to $10,000 depending on content, preparation, and attendees.
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Investment management fees based on assets under management; financial planning included without additional fee for clients using investment management services.
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Argon Advisors · Argon Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)