Artesa Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Artesa Financial Group provides wealth management and discretionary portfolio management primarily to individual clients, serving both high‑net‑worth and non‑high‑net‑worth households. Services include asset allocation, portfolio construction, and advice on employer‑sponsored retirement plans, 529 plans, and investments such as REITs, MLPs, and variable life/annuity products.
The firm follows a documented “risk‑first allocation” process that combines a needs‑based assessment, a client’s comfort level, and ongoing market review to place accounts into conservative, moderate, or moderate‑aggressive allocation ranges. Artesa uses both fundamental and technical analysis, third‑party research and risk‑scoring tools, and manages client accounts on a discretionary basis, including consolidation of held‑away accounts through the Pontera platform.
Artesa is under common control with Asset Guardian, LLC, a licensed insurance agency, and some supervised persons are licensed insurance agents who may receive commissions for insurance product sales — a relationship the firm discloses as a potential conflict of interest. The firm is also affiliated with Artesa Consulting, which provides referrals to estate, tax, and eldercare professionals; these affiliated business relationships and the use of held‑away account technology are notable aspects of its operating model.
Client services
Expertise
Fee options
$0+: 0.25% +: up to 2.00%
Certain supervised persons may earn commissions from insurance products sold separately from advisory services.
Main office
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227
Conroe TX 77304
Advisors at this office
2
Most active in
California · Louisiana · Texas
Also doing business as
Artesa Financial Group · Artesa Financial Group LLC · Artesa Financial Group, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Frank C
Series 63, Series 65
Conroe, TX
Artesa Financial Group
Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.
Christy H
Series 65
Conroe, TX
Artesa Financial Group
Christy Hayes is a Series 65-licensed financial advisor with Artesa Financial Group in Conroe, TX, and has 11 years of industry experience. She has been with Artesa Financial Group since 2016 and is also involved with Asset Guardian, LLC, a licensed insurance agency. Artesa Financial Group provides wealth management and discretionary portfolio management primarily to individual clients, using a risk-first allocation approach that incorporates fundamental and technical analysis, third-party research, and risk-scoring tools. The firm serves both high-net-worth and non-high-net-worth households, offering services that include asset allocation, portfolio construction, and advice on employer-sponsored retirement plans and various investment products.
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