Mac Adams Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,122,363
Clients
67
Advisors
1
of 1 employees
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
Expertise
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
Main office
12770 Coit Road, Suite 1226
Dallas TX 75251
Advisors at this office
1
Most active in
Texas
Also doing business as
Mac Adams Financial Group · Mac Adams Wealth Advisors, 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 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.
-
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
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”)