A complete list of active advisors currently associated with Definitive Advisor Group, LLC.
Warmer can help you find a great advisor at Definitive Advisor Group, LLC. or one who fits your needs even better.
Definitive Advisor Group provides non‑discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, nonprofit organizations, small businesses, estates, and trusts, and also supports corporate or business clients. The firm does not custody client assets or directly provide portfolio management for individual accounts; when ongoing discretionary management is needed it recommends and facilitates access to unaffiliated third‑party investment managers. The firm emphasizes capital preservation and risk management and uses both fundamental and technical analysis to develop goal‑oriented plans, typically delivering an initial written plan within a documented timeframe and offering ongoing subscription or hourly planning arrangements rather than a traditional percentage‑of‑AUM billing model. When clients engage third‑party managers, the firm performs due diligence and ongoing monitoring of those advisers and discloses that it may receive ongoing cash compensation from some recommended managers. Noteworthy distinctions include the firm’s explicit service to charitable organizations and corporate/business clients, a documented digital‑assets program that limits recommendations to Bitcoin, Ethereum, and Solana and generally caps client crypto allocations at about 5–10%, and a focus on technical/fundamental market research and reviews of clients’ investment internal controls. The firm’s brochure also discloses a past legal matter involving its principal—a 2013 controlled‑substance arrest that resulted in deferred adjudication and was later dismissed—which the firm says was unrelated to the securities or advisory business.
To learn more about the advisors currently working at Definitive Advisor Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cibolo, TX
| 0
|
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