MyFi Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MyFi Wealth Management, LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients. The firm operates as a solo practice and manages roughly $1.5 million across seven client relationships, generally onboarding clients who fit its investment strategy.
The firm follows a goal‑based process that emphasizes growth and capital preservation through asset allocation and risk management, implementing portfolios with exchange‑traded funds, individual securities, and the selective use of options for tactical hedging. Equity exposure is managed with a top‑down sector approach centered on S&P 500 sector weightings and tactical sector over/under allocations, and options strategies are used only with client consent and are not designed to leverage portfolios.
A distinguishing feature of the firm compared with most independent advisers is that its materials disclose advertised performance results, a practice relatively uncommon among peers. The sole adviser is a CFA charterholder but also discloses an outside business role as a Business Director at a home‑healthcare company for approximately 20 hours per week during trading hours, a fact clients may consider when assessing adviser availability.
Client services
Expertise
Fee options
$0 - $249,999: 2.0% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.5% $1,000,000 - $1,999,999: 1.0% $2,000,000+: 0.75%
Account minimum: $25,000
Main office
Houston TX
Advisors at this office
1
Most active in
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.
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