Cardinal Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
The firm provides investment advisory and comprehensive financial planning services to individuals, professionals, and small businesses, and offers portfolio management and retirement planning while coordinating tax and estate planning (without providing tax or legal advice). It also makes standalone, hourly financial planning and consulting available as an alternative to asset-based management.
Cardinal Wealth Management uses model portfolios built on strategic asset allocation, supplemented by discretionary tactical decisions when appropriate, relying on fundamental and technical analysis and periodic account reviews and rebalancing. Its approach emphasizes long-term equity positions with selective international exposure and laddered fixed-income allocations, while allowing clients to impose reasonable investment restrictions.
As a recently formed, single-owner advisory that reported no regulatory AUM at the brochure date, the firm combines a set of services—hourly billing, standalone financial planning, and individual portfolio management—that are less common among peers in its regulatory category. The brochure discloses the principal’s participation in a pooled investment club that may trade securities recommended to clients (without advisory compensation from the club), a written code of ethics and personal trading oversight, limited custody practices (fee deduction only), and that the firm does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
General tax planning
Active portfolio management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $50,000: 2% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.5% $250,001 - $1,000,000: 1.25% Over $1,000,000+: 1%
$200 per hour, negotiable
Account minimum: $50,000
Main office location
Cardinal Wealth Management LLC
Mckinney TX, United States
Number of offices
1
Most active in
Cardinal Wealth Management 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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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