M.C. Byrd Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$229,310,095
Clients
534
Advisors
3
of 5 employees
About
M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm also offers 401(k) pension consulting and 403(b)/ORP plan services under the DBA The 401K Shop and recommends or sub-advises through third‑party managers and SMA programs.
The firm manages client assets using model- and discipline-level portfolios that span conservative to aggressive risk profiles, employing quantitative and qualitative screens (e.g., peer-group performance, alpha, risk‑adjusted return, expense ratios, and manager tenure) and periodic rebalancing. M.C. Byrd actively monitors holdings and may replace underperforming managers or funds across its models regardless of account size, and it sponsors Separately Managed Account solutions through a tri‑party arrangement with Envestnet and a custodian.
Noteworthy for a three‑advisor firm, M.C. Byrd supervises several hundred client accounts and a multi‑hundred million dollar asset base while maintaining no formal account minimums and offering both hourly and fixed‑fee financial planning alternatives. The firm also has niche institutional relationships (including custodial arrangements with Pentegra, Fidelity, and TIAA for 403(b)/ORP plans), discloses use of emerging technology such as AI in research and operations, and reports that some investment adviser representatives are separately licensed to sell commission‑based insurance products, creating potential conflicts the firm tracks in its compliance program.
Client services
Expertise
Fee options
Fixed financial planning fee starting at $1,000, negotiable
$0+: up to 1.5% Any Assets+: 1.00% (401k Pension Consulting)
Certain IARs receive commissions for commission-based insurance products
Financial planning services at $250 per hour, negotiable
Fee-only: Financial planning hourly fee $250/hour, Fixed fee starting at $1,000 for financial plans and fiduciary review
Main office
18 N. Harris Street
Bellville TX 77418
Advisors at this office
3
Most active in
California · Colorado · Florida · Louisiana · Ohio · Oklahoma · Texas
Also doing business as
401 K Shop · M C Byrd Wealth Management, LLC · M.C. Byrd Wealth Management · M.C. Byrd 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:
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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.
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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
Edith M
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.
Monte B
ChFC®, Series 63
Bellville, TX
M.C. Byrd Wealth Management, LLC
Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.
Caleb B
Series 65
Bellville, TX
M.C. Byrd Wealth Management, LLC
Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm employs model-based portfolios across a range of risk profiles and actively monitors holdings to replace underperforming managers, serving several hundred client accounts with a multi-hundred million dollar asset base.
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