A complete list of active advisors currently associated with Penney Financial
Warmer can help you find a great advisor at Penney Financial or one who fits your needs even better.
Penney Financial provides fee-only financial planning and investment advisory services to individuals, families, and high‑net‑worth clients, and also works with trusts, estates and small business entities. As of December 31, 2025 the firm reported $303,508,319 in discretionary assets under management across roughly 109 client relationships and three advisors. The firm typically begins engagements with a comprehensive financial plan and then offers three ongoing service tiers—an hourly Contributor option, a Consultant level billed on client net assets, and a Confidant level that includes discretionary asset management governed by an Investment Policy Statement. Investment implementation emphasizes diversified allocations built primarily with low‑cost mutual funds and ETFs, a goal‑ or cash‑flow‑based planning approach depending on the client’s retirement horizon, and a long‑term buy‑and‑hold orientation with periodic rebalancing. Compared with many peers of similar advisor headcount, Penney Financial has a relatively large asset base and a small client roster, producing a high AUM‑per‑advisor and AUM‑per‑client profile that can influence account minimums and service structuring. The firm’s Consultant fee schedule relies on a broadly defined Net Asset calculation that explicitly includes items such as real estate, business interests, trusts and mineral rights, and the advisor uses proprietary portfolio models and flexible onboarding practices (including discretionary acceptance of below‑minimum households and occasional first‑year discounts), features that differentiate its client selection and fee design.
To learn more about the advisors currently working at Penney Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 14
| |
Houston, TX
| 5
| |
Houston, TX
| 5
|
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