LoneTree Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LoneTree Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, and businesses, offering investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm reports managing approximately $47.1 million in client assets and delivers both discretionary and non‑discretionary portfolio management.
The firm constructs customized portfolios using low‑cost mutual funds and ETFs, individual stocks and bonds, options, and alternative investments, generally with a long‑term focus while permitting shorter‑term trades for rebalancing or specific client objectives. LoneTree uses fundamental and cyclical analysis, provides continuous monitoring with formal reviews at least annually, and may implement portions of client portfolios through unaffiliated independent managers.
Notably, LoneTree’s ownership group operates affiliated private investment vehicles (including a wholly owned subsidiary that serves as manager to a private fund) and discloses that a firm partner manages a private real‑estate portfolio with an Asset Value of roughly $543.5 million—an extent of private real‑asset activity that contrasts with the firm’s ~$47 million in client AUM. The brochure also highlights retirement‑plan services that can include 3(38) discretionary implementation and participation in Schwab’s institutional platform, which the firm says provides both client services and economic benefits to LoneTree.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
Fee-only: Financial planning fees range from $1,000 to $15,000 annually, paid quarterly or monthly in arrears, negotiable based on complexity and relationship.
Main office
5100 Poplar Avenue, Suite 1504
Memphis TN 38137
Advisors at this office
3
Most active in
Louisiana · Tennessee · Texas
Also doing business as
Lonetree Wealth Management · Lonetree Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
James B
Series 65
Memphis, TN
LoneTree Wealth Management
James Beard is a financial advisor at LoneTree Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at LoneTree since 2022, following roles at Fetting Capital LLC and Faropoint Ventures. Prior to his financial services career, Beard spent four years with Priam Properties. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm manages approximately $47.1 million in client assets and constructs customized portfolios using a range of investment vehicles with a long-term focus complemented by ongoing monitoring and periodic reviews.
Andrew G
CFP®, Series 66
Memphis, TN
LoneTree Wealth Management
Andrew Gilbert is a CFP® professional with 10 years of industry experience. He has worked at LoneTree Wealth Management since 2022 and previously spent seven years at UBS Financial Services Inc. Gilbert is also involved in insurance sales on a limited basis. LoneTree Wealth Management serves individuals, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and direct securities investments.
Elizabeth D
Series 63, Series 65
Memphis, TN
LoneTree Wealth Management
Elizabeth Dye is a financial advisor at LoneTree Wealth Management in Memphis, TN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining LoneTree Wealth Management, she worked at Diversified Trust Company and UBS Financial Services, Inc. Elizabeth’s background also includes roles outside finance, such as positions in education and mortgage services. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting. The firm constructs customized portfolios with a range of investment vehicles, using fundamental and cyclical analysis and regular portfolio reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)