Outlier Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Outlier Financial Partners, LLC works with individuals, families, and businesses to provide ongoing discretionary wealth management and financial planning. The firm reports approximately $23.78 million in discretionary assets under management (as of December 31, 2025) and offers portfolio management alongside a subscription-based financial planning service.
Its investment process emphasizes tailored, active management using fundamental analysis, diversification, and drift-based rebalancing, with a stated preference for low-cost, no-load funds and an absence of performance-based fees. Financial planning is offered through an income-based monthly subscription with stated minimum and maximum charges, while wealth management fees are billed on a progressive percentage-of-AUM schedule and deducted through custodians such as Altruist or Betterment.
The brochure discloses relationships that set the firm apart from many peers: the founders are also registered with another advisory firm, Owen Financial Planning, LLC (Item 10), and one principal maintains full-time employment as a mortgage loan originator and branch manager, noted in the biographies. Those affiliations, together with the firm’s blended subscription-plus-AUM fee model and small, recently launched advisory team, are distinctive features prospective clients may want to consider when evaluating potential conflicts of interest and service capacity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $100,000: 1.8% $100,001 - $200,000: 1.7% $200,001 - $300,000: 1.6% $300,001 - $400,000: 1.5% $400,001 - $500,000: 1.4% $500,001 - $600,000: 1.3% $600,001 - $700,000: 1.2% $700,001 - $800,000: 1.1% $800,001 - $900,000: 1.0% $900,001 - $1,000,000: 0.9% $1,000,000+: 0.8%
Financial planning monthly subscription fee of 1.5% of gross annual household income divided by 12, minimum $100/month, maximum $300/month
Minimum fee: Minimum monthly financial planning fee of $100 Fee-only: Financial planning monthly subscription fee of 1.5% of gross annual household income divided by 12, with a minimum of $100 and a maximum of $300 per month
Main office
133 W Concho Ave, Suite 207
San Angelo TX 76903
Advisors at this office
3
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.
Forms ADV
Advisors at this firm
Levi C
Series 65
San Angelo, TX
Outlier Financial Partners, LLC
Levi Calhoun is a financial advisor with Outlier Financial Partners, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Geneva Financial, LLC since 2020 and previously held roles at LeaderOne Financial and Gateway Mortgage Group, LLC. He also works as a mortgage loan originator for Geneva Financial. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm emphasizes active management with fundamental analysis, diversification, and rebalancing, and offers a subscription-based financial planning service alongside portfolio management.
Nathan G
Series 65
San Angelo, TX
Outlier Financial Partners, LLC
Nathan Granzin is a financial advisor at Outlier Financial Partners, LLC in San Angelo, TX, with one year of industry experience. He holds the Series 65 designation and has worked as an automotive technician at Jim Bass Ford since 2012. Outlier Financial Partners serves individuals, families, and businesses by providing discretionary wealth management and financial planning, using an active management approach focused on fundamental analysis and diversification.
Justin O
Series 65
San Angelo, TX
Outlier Financial Partners, LLC
Justin Owen is a financial advisor at Outlier Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Owen Financial Planning, LLC since 2017, alongside prior roles at Goodyear Tire & Rubber Co and Jim Bass Ford. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm manages approximately $23.78 million in discretionary assets and offers an investment approach that emphasizes tailored, active management using fundamental analysis, diversification, and drift-based rebalancing.
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