Fort Worth, TX River Run Office

Team
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Arkadios Wealth Advisors logo

Arkadios Wealth Advisors

Multi-team

Firm-wide stats for Arkadios Wealth Advisors

Total advisors

228

Across 109 offices

Clients per advisor

63 Typical

Avg AUM per client

$516,266 Typical

HNW client ratio

5% Very Low

About

Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals (both non-high-net-worth and high-net-worth), trusts, businesses, corporations, and retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, wrap-fee and third‑party manager programs, ERISA retirement plan consulting, financial planning, and reporting/data aggregation services.

The firm builds customized investment plans based on client risk profiles and deploys them through internally supported Advisor Managed “Crest” accounts, the firm’s Arkadios Managed Solutions (AMS) model portfolios, wrap “Peak” accounts, or selected third‑party managers. Investment analysis combines fundamental, technical, and cyclical methods, allows client‑imposed restrictions, and may incorporate alternative or non‑correlated assets and consolidated reporting that can include assets held away from direct management.

Arkadios operates a large network of dually registered investment adviser representatives who market under many separate legal business names and are affiliated with Arkadios Capital, its broker‑dealer, which receives transaction‑related, sweep and syndicate compensation and may participate in revenue‑sharing arrangements; the firm discloses processes (including NFS business credits and quarterly 12b‑1 fee reviews) intended to address these conflicts. The brochure also notes recent updates disclosing disciplinary information concerning an affiliate and that some advisors devote substantial time to other brokerage or insurance activities, factors clients may consider when evaluating their relationship.

Based on Arkadios Wealth Advisors

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on Arkadios Wealth Advisors

Occupation focus

Founder/Business Owner Retired

Based on Arkadios Wealth Advisors

Location

1701 River Run Ste 904

Fort Worth TX 76107

Advisors at this office

8

Advisors at this office

user avatar

Christopher C

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert F

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Aspen G

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Aspen Gregg is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, Gregg held various roles in the hospitality sector, including positions at several steakhouses and restaurants. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans and offers discretionary and non-discretionary portfolio management, ERISA retirement plan consulting, and integrated reporting services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tyler H

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brayden P

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Brayden Perkins is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. He has previously worked at LPL Financial and serves as an undergraduate teaching assistant at Oklahoma State University. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans and offers a range of portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis methods.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Robert H

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Robert Hill III is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. He previously worked at LPL Financial, LLC, and has a background that includes roles at Velano Vascular, Inc. and Becton Dickinson. Hill also operates Stewardship Wealth Management as an additional business activity. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management services. The firm utilizes an integrated operating model combining advisor-managed accounts, third-party managers, and an internal portfolio team to deliver diverse investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tyler M

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Chris A

Series 63, Series 65

Fort Worth, TX

Arkadios Wealth Advisors

Chris Albertson is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial and Western Wealth Management. Albertson is also the founder of Stewardship Tax Consultants, a tax preparation and planning business that works in conjunction with his wealth management practice. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of portfolio management strategies and investment analysis methods tailored to client risk profiles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
View complete list of advisors at this office
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