MDT Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MDT Financial Advisors is a registered investment adviser that serves individuals (including high net worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning and consulting, selection of third‑party asset managers, and fiduciary and non‑fiduciary services for plan sponsors.
MDT typically manages client assets on a discretionary basis and develops investment policy statements tailored to each client’s objectives, liquidity needs and risk tolerance. It combines active and passive strategies across stocks, bonds, ETFs, mutual funds, fee‑based annuities and alternative private investments, and may delegate portions of portfolios to third‑party managers when appropriate.
Notably, MDT sponsors a bundled wrap fee program and makes use of third‑party program platforms (including programs administered through a large custodian) and recommends a specific broker‑dealer/custodian structure for execution and reporting. The firm, which was newly registered in 2026, manages approximately $294 million on a discretionary basis and is deemed to have custody of certain accounts under standing letters of authorization, relying on an industry no‑action letter for its custody procedures.
Client services
Expertise
Fee options
$0+: Up to 1% annually (maximum fee rate) / - /: Negotiated fees may vary and may differ substantially from standard fee
Account minimum: $1,000,000 Fee-only: Financial planning and consulting services billed at fixed fees up to $20,000
Main office
455 E Medical Center Blvd, Suite 115
Webster TX 77598
Advisors at this office
5
Most active in
California · Colorado · Louisiana · Texas
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
Chad T
Series 63, Series 65
Webster, TX
MDT Financial Advisors, LLC
Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.
Larry D
CFP®, Series 66
Webster, TX
MDT Financial Advisors, LLC
Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.
Dante M
Series 66
Webster, TX
MDT Financial Advisors, LLC
Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.
Nicholas R
CFP®, Series 66
Webster, TX
MDT Financial Advisors, LLC
Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.
Morgan A
Series 66
Webster, TX
MDT Financial Advisors, LLC
Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.
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