B
Bent Tree Trust Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Bent Tree Trust Advisors serves individual and high‑net‑worth clients with written financial planning, one‑time and as‑needed consulting, and referral-based investment supervisory services. The firm’s adviser also offers insurance and annuity products in a separate, commission‑based capacity and discloses that those arrangements may create a potential conflict of interest.
The firm’s investment philosophy references academic Fama–French principles and uses DFA model portfolios and mutual funds with a long‑term, buy‑and‑hold approach that avoids stock‑picking and market timing. Bent Tree Trust prepares Investment Policy Statements and relies on a third‑party sub‑advisor to provide discretionary portfolio management, rebalancing, reporting and custody through a recommended custodian.
Distinctive aspects of the firm include its dual role in insurance distribution and its business model of referring asset management to sub‑advisors rather than directly managing client portfolios — the brochure states the firm has no assets under management to report and that it may receive a portion of sub‑advisor fees. The firm also incorporates well‑being and life‑empowerment coaching into its planning engagements, an element not commonly emphasized by similarly sized independent advisers.
Client services
Financial planning
Selection of other advisers
Financial consulting services not resulting in a financial plan
Financial consulting services not resulting in a financial plan
Expertise
General tax planning
Fee options
Fixed fees for financial planning services generally range from $500 to $5,000; fixed fees for consulting services generally range from $250 to $5,000
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000+: Negotiated
Insurance products sold by investment adviser representatives in their separate capacity as insurance agents, receiving commissions
Financial planning services charged hourly at $100-$250 per hour; consulting services charged hourly at $100-$250 per hour
Minimum fee: Minimum hourly fee for consulting services is $100; minimum fixed fee for consulting services is $250; minimum hourly fee for financial planning services is $250; minimum fixed fee for financial planning services is $500 Fee-only: Financial planning and consulting services charged hourly ($100-$250/hour) or fixed fees ($250-$5,000)
Main office location
Bent Tree Trust Advisors, LLC
Richardson TX, United States
Number of offices
1
Most active in
Bent Tree Trust Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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