Bent Tree Trust Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bent Tree Trust Advisors is a small independent advisory firm that provides financial planning, investment advisory, and portfolio oversight services to individual clients. The firm operates as a single-adviser practice and does not provide ongoing discretionary portfolio management for individual accounts.
The adviser integrates financial planning with access to life insurance and annuity products and is licensed to implement those strategies when appropriate. When clients choose insurance or annuity solutions, the adviser may receive standard commissions from the issuing carriers, and clients are under no obligation to use the adviser for implementation; the firm also does not rely on percentage-of-assets advisory fees.
What distinguishes the firm from many independent peers is the combination of a licensed insurance agent role with its advisory work, meaning insurance commissions are a possible form of compensation alongside planning and advisory services. The principal supervises the practice through the firm’s compliance policies and periodic internal reviews and has operated the firm since 2008 with a long history in the financial services industry.
Client services
Expertise
Fee options
Fixed fees (specific amounts not stated)
Standard commissions from insurance products when clients implement insurance or annuity strategies
Hourly charges (specific rates not stated)
Main office
Richardson TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Bent Tree Trust Advisors, LLC · Lafollette Wealth Management · Lafollette, Collin Dee · The Investor Advocates · The Investor Advocates, LLC · The Wealth Advocates
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.
Forms ADV
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