One XVI Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,339,731
Clients
61
Advisors
1
of 1 employees
About
One XVI Wealth is an independent, fee-only advisory firm that provides discretionary investment management and both project-based and ongoing financial planning to individuals, businesses, and charitable organizations. The firm primarily delivers portfolio management for individual clients under asset-based advisory arrangements while also working with nonprofits and corporate clients.
The firm builds portfolios around asset-allocation targets using a mix of fundamental and technical analysis and principles of modern portfolio theory, and it may combine passive and active funds to pursue client objectives. It also offers values-based (faith-driven/ESG) investing options and tailors planning engagements to client needs, including business planning, cash flow, retirement, and estate considerations.
Uncommon for a solo independent adviser, the firm provides its investment management services exclusively through a wrap fee program and does not manage non-wrap accounts, a structure the brochure highlights and discloses potential conflicts for. The firm likewise notes it accepts charitable organization clients and operates a relatively small practice (roughly $52.9 million in discretionary AUM across 61 clients), and it maintains an institutional relationship with an independent custodian and a third‑party cash aggregator.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees between $1,500 and $10,000; initial financial planning fee up to $1,750
Up to 1.50% annually
$250 per hour for project-based financial planning
Ongoing financial planning fees paid quarterly in arrears, up to $1,750 per quarter
Fee-only: Financial planning fixed fees up to $1,750 quarterly; project-based fixed fees $1,500 to $10,000; hourly fees $250/hour
Main office
1560 E Southlake Blvd., Suite 100
Southlake TX 76092
Advisors at this office
1
Most active in
Texas
Also doing business as
One Xvi Wealth · One Xvi Wealth, 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Advisors at this firm
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")