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Macro Wealth Advisors, Inc.

Updated today

Client AUM

$20,840,371

Clients

29

Advisors

2

of 3 employees

About

Macro Wealth Advisors provides investment advisory and financial planning primarily to individual clients — including high‑net‑worth individuals — as well as trusts, estates, and retirement plans. Services include third‑party asset manager (TAMP) selection and oversight, model portfolio management (including passive index and a structured‑notes/growth model), and standalone financial planning.

The firm commonly implements portfolios through third‑party platforms and model portfolios, acting as an Advisor‑as‑Portfolio‑Manager on Envestnet while using eMoney for planning and account aggregation. Financial planning follows a four‑stage process (discussion, assessment, design, implementation), and the firm monitors liquidity and aggregation of illiquid holdings such as structured notes within client accounts.

Notable distinctions include formal affiliations with an independent insurance agency (Macro Wealth Concepts, Inc.) and an affiliated registered investment adviser (Atakoke Wealth LLC), and several representatives are licensed insurance agents who may earn commissions when clients purchase insurance products — a disclosed potential conflict of interest. The firm’s small adviser team and relatively concentrated client base, combined with its explicit structured‑product model offering and reliance on TAMP arrangements, make its business mix unusual compared with many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Income planning

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Fee options

Fixed

Financial planning fees charged as fixed fees, typically up to $5,000

Percentage

$0 - $250,000: 1.15% $250,000 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.50%

Commissions

Advisory representatives may receive commissions from insurance product sales

Other

Account minimum: $500,000 Minimum fee: Minimum annual per account fees ranging from $100 to $150 depending on program Fee-only: Financial planning fees on a fixed fee basis, typically up to $5,000, sometimes waived or reduced

Main office

3109 Gillespie Rd.

McKinney TX 75072

Advisors at this office

2

Most active in

Texas

Also doing business as

Macro Financial Advisors, Inc · Macro Wealth Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Taylor S

CFP®

McKinney, TX

Macro Wealth Advisors, Inc.

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

Passive / index investing Income planning Established Professionals Young Families Gen Y/Millennials (Born 1980-1995)
user avatar

Owen S

Series 63, Series 65

McKinney, TX

Macro Wealth Advisors, Inc.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.

Passive / index investing Income planning
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