A complete list of active advisors currently associated with M.C. Byrd Wealth Management, LLC
Warmer can help you find a great advisor at M.C. Byrd Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at M.C. Byrd Wealth Management, 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 |
|---|---|---|
Bellville, TX
| 10
| |
Bellville, TX
| 28
| |
Bellville, TX
| 8
|
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