Complete Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,687,946
Clients
253
Advisors
3
of 3 employees
About
Complete Wealth Management provides advisory services to individuals (including high‑net‑worth clients), small businesses, charities, foundations, trusts, and estates, and also serves retirement plans. The firm offers asset management, financial planning, retirement plan consulting and ERISA 3(21) services, and facilitates accounts using custodians such as Charles Schwab and the Betterment for Advisors wrap platform.
The firm applies Modern Portfolio Theory in its investment process, constructs Advisor‑designed Custom Portfolios on the Betterment platform (ranging from Conservative to Aggressive Growth), and conducts periodic rebalancing and quarterly or annual reviews tied to clients’ Investment Policy Statements. It generally manages assets on a discretionary basis, while providing non‑discretionary plan fiduciary recommendations and IPS drafting for retirement plan sponsors.
A managing member who is also the firm’s chief compliance officer is a licensed insurance agent and the firm is affiliated with an insurance agency; the brochure discloses that the firm may recommend insurance products (including variable and indexed annuities) and receive commissions and incentive awards, a conflict of interest it discloses. With three advisors, about $132.5 million in reported AUM, a $250,000 stated account minimum, recent SEC registration, and a hybrid model that blends Betterment’s automated wrap services with traditional financial planning and ERISA consulting, the firm’s combination of insurance affiliations and digital wrap‑platform management is a notable distinction among peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.4% $250,001 - $500,000: 1.3% $500,001 - $1,000,000: 1.2% $1,000,001 - $3,000,000: 1.0% Over $3,000,000+: Negotiable
$200 per hour, may be negotiable depending on complexity
Account minimum: $250,000
Main office
Valley View TX
Advisors at this office
3
Most active in
Texas
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.
Quick links
Advisors at this firm
Jeremy D
CFP®, Series 63, Series 66
Valley View, TX
Complete Wealth Management, LLC
Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. His prior work includes roles at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. He is also involved as an elder at Midway Church in Aubrey, TX. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm utilizes Modern Portfolio Theory and offers custom portfolio construction through the Betterment platform, combining automated wrap services with traditional financial planning and ERISA consulting.
Matthew S
CFP®, Series 63, Series 66
Valley View, TX
Complete Wealth Management, LLC
Matthew Saller is a CFP® professional with 17 years of industry experience. He has worked at Fidelity Investments from 2008 to 2018 and has been with Complete Wealth Management, LLC since 2019. Outside of his advisory work, he is the co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management, LLC serves individuals, small businesses, charities, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs Modern Portfolio Theory and manages custom portfolios through the Betterment platform, combining digital wrap services with traditional financial planning and ERISA consulting.
Jacob G
Series 65
Valley View, TX
Complete Wealth Management, LLC
Jacob Gates is a financial advisor at Complete Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DATCU Credit Union and Chick-Fil-A. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm applies Modern Portfolio Theory to construct custom portfolios on the Betterment platform and offers asset management, financial planning, and retirement plan consulting services.
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