Pegasus Wealth Management
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About
Pegasus Wealth Management is a fee‑only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. Its services include comprehensive wealth management, financial planning, investment supervisory services, ERISA-focused retirement-plan management, and held‑away account aggregation and management through Pontera.
The firm emphasizes diversified portfolios that are largely passive and indexed with allocations guided by strategic and tactical asset‑allocation frameworks, occasional value tilts, and model‑portfolio selection supported by an outsourced chief investment officer. Although the firm holds limited trading authorization, it operates primarily on a non‑discretionary basis—reporting $4,338,149 in non‑discretionary assets as of December 31, 2025—and generally implements trades only with client approval.
Distinctive features disclosed in the brochure include the principal’s concurrent ownership of separate tax/accounting and insurance businesses and a real estate registration, relationships the firm acknowledges may create conflicts of interest and are disclosed to clients. It is also atypical for a solo independent adviser of this size to provide ERISA 3(38) plan services and to serve corporate or business clients in addition to individual investors.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$300 per planner-hour for Other Consulting Services.
Account minimum: $500,000 Fee-only: Financial Planning Services fees range from $2,500 to $20,000 based on complexity; Other Consulting Services charged at $300/hour.
Main office
Richmond TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Kolts Wealth Management, LLC · Pegasus Wealth Management · Pegasus Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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
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