A complete list of active advisors currently associated with Bent Tree Trust Advisors, LLC

Warmer can help you find a great advisor at Bent Tree Trust Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bent Tree Trust Advisors, 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.