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 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.

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.