PMG Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PMG Family Office provides comprehensive portfolio management and standalone financial planning and consulting for individuals (including high net worth individuals), trusts, estates, and business entities. Services described in the brochure include asset management across individual stocks, bonds, ETFs, options and other public and private securities, as well as planning work covering investment planning, retirement and estate planning, corporate and personal tax planning, cost segregation studies, corporate structure and real estate analysis.
The firm offers individualized investment advice with continuous monitoring and rebalancing, using methods such as fundamental, qualitative and sector analysis and a range of asset-allocation approaches (strategic, dynamic, tactical and core-satellite). Investment flexibility includes both long- and short-term purchases, a fixed-income allocation approach, and the use of structured products and derivative instruments where appropriate.
What the brochure highlights as distinctive compared with many peers is the explicit use of derivatives and structured products — including options, futures and embedded-derivative structured instruments — within separately managed accounts, which the firm discloses as part of its implementation toolkit. The firm also emphasizes a family-office style suite of planning services (e.g., cost segregation, corporate structure and lines-of-credit evaluation) and conducts due diligence and ongoing reviews when third-party money managers are engaged.
Client services
Expertise
Fee options
Up to $25,000 for financial planning and consulting services
Up to 1.25% annually
Up to $150 per hour
Main office
5700 West Plano Pkwy, Suite 2600
Plano TX 75093
Advisors at this office
2
Most active in
Louisiana · Michigan · 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:
-
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.
Advisors at this firm
Amanda F
Series 65
Plano, TX
PMG Family Office, LLC
Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.
William B
Series 66
Plano, TX
PMG Family Office, LLC
William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)