A complete list of active advisors currently associated with BAT Financial Services LLC

Warmer can help you find a great advisor at BAT Financial Services LLC or one who fits your needs even better.

Bat Financial Services LLC provides comprehensive financial planning, investment advice, and portfolio management to individuals, high‑net‑worth clients, charitable organizations, and businesses. Services are offered through ongoing engagements, project‑based work, and public educational seminars, workshops, webinars and similar presentations. The firm emphasizes a passive investment approach, constructing portfolios using index mutual funds and ETFs and monitoring accounts periodically while operating on a non‑discretionary basis that requires client approval for trades. Financial planning engagements produce written plans and incorporate hypothetical projections (for retirement, college funding, and cash‑flow scenarios), and clients may engage the firm under fixed asset‑advice arrangements or hourly/project‑based billing. Several features are atypical for a firm without active registered advisors: it offers public educational programming, accepts hourly fees for limited engagements, and combines fixed asset‑advice arrangements with standalone project work and individual portfolio advice. The firm also discloses that it does not act as a private‑fund adviser and reported no assets under advisement at the time of this filing, reflecting its recent formation and pre‑registration status.

To learn more about the advisors currently working at BAT Financial Services LLC, 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
Baptiste Couland	Austin, TX	0

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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.

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