Mac Adams Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,122,363
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
67
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$673,468
About
Mac Adams Wealth Advisors, LLC (MWA) provides personalized financial planning, portfolio investment management, and asset protection services to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm manages about $49.7 million in client assets and engages clients through both consulting engagements and ongoing discretionary asset management programs.
MWA’s process begins with an initial interview and the development of a written financial plan that guides individualized portfolio construction and periodic reviews; the firm states it operates under fiduciary standards and seeks to minimize taxes and costs. Investment strategies are tailored to client objectives and may include long-term and short-term purchases, trading, options, ETFs, alternative investments and fixed-income approaches, supported by fundamental, technical and sector analysis.
Distinctive features include sponsorship of both a non-wrap and a wrap Asset Management Program (AMP II), with the wrap program aggregating management and transaction costs under a single fee — a structure that is relatively uncommon among independent advisers. The firm also provides retirement-plan consulting and serves pension/profit-sharing and other institutional clients, and its representatives hold life and health insurance licenses and may sell commission-based annuities that are managed outside of advisory accounts.
Client services
Financial planning
Portfolio management
Retirement plan consulting
Expertise
Annuities
Options & derivatives strategies
Fee options
Fixed fee for financial planning services generally ranging between $500 and $5,000
0.25% to 1.00% annually
$50 to $500 per hour depending on service and professional
Most active in
Mac Adams Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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.
Forms ADV
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