A complete list of active advisors currently associated with Lariat Wealth Management

Warmer can help you find a great advisor at Lariat Wealth Management or one who fits your needs even better.

Lariat Wealth Management is a state-registered independent adviser that provides discretionary investment management and related financial planning to individual and high-net-worth clients. The firm reports approximately $37.7 million in discretionary assets across 27 client relationships and typically requires a $1,000,000 account minimum. The firm's investment process is long-term and fundamentally driven, using four firm-managed model portfolios (Growth, Growth & Income, Balanced, Income) that combine selected individual equities, fixed income securities, mutual funds and ETFs and are rebalanced periodically. Financial planning and scenario modeling are integrated into the investment relationship and are offered to portfolio management clients without a separate planning fee. Distinctive features include a very small client roster with relatively large assets per client and a requirement that clients establish custody at a single recommended custodian (Fidelity), which the firm states may limit client-directed brokerage. The firm also deducts advisory fees directly from custodied accounts, can arrange standing transfer authorizations, the principal holds the CFA charter and prior institutional investment experience, and the adviser does not vote client proxies or charge performance-based fees.

To learn more about the advisors currently working at Lariat Wealth Management, 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.