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Artesa Financial Group

Updated today

Client assets under management

$126,615,003

Clients

329

19% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

165

Very High

Average account size

$384,848

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

Portfolio management

Expertise

Wealth management Real estate investing

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Fee options

Percentage

$0+: 0.25% +: up to 2.00%

Commissions

Certain supervised persons may earn commissions from insurance products sold separately from advisory services.

Main office location

Artesa Financial Group

Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227

Conroe TX 77304, United States

Number of offices

1

Most active in

California · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Real estate investing
user avatar

Christy H

Series 65

Conroe, TX

Artesa Financial Group

Christy Hayes is a financial advisor at Artesa Financial Group with 10 years of industry experience. She holds a Series 65 designation and has been with Artesa Financial Group since 2013. Outside of her advisory role, she is involved with Asset Guardian, LLC, a licensed insurance agency where she works in employee administration. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, advising on retirement plans, 529 plans, and variable life and annuity products. The firm employs a risk-first allocation process using Morningstar Office beta scores to tailor portfolios and combines fundamental and technical analysis with regular account monitoring.

Wealth management Real estate investing
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