A complete list of active advisors currently associated with Post Oak Financial, LLC
Warmer can help you find a great advisor at Post Oak Financial, LLC or one who fits your needs even better.
Post Oak Financial, LLC is a small, fee‑based advisory firm that serves individuals, trusts, estates, charitable organizations and business entities with legacy planning, consulting and referrals to third‑party money managers. The brochure describes services including legacy planning and hourly consulting, premium finance loan consulting, solicitation/referral arrangements with third‑party managers, and periodic evaluation reports and reviews. The firm does not provide direct discretionary asset management; instead it offers planning and non‑discretionary portfolio services through third‑party money managers and prepares client‑specific Investment Policy Statements and periodic account reviews. Its planning process uses fundamental, technical and cyclical analysis and may address wills, trusts, beneficiary designations, gifting, investments, tax planning and ERISA or non‑qualified retirement plan matters, while clients retain custody of their assets. Distinctive features disclosed in the brochure include an affiliated insurance agency through which the firm’s principal conducts insurance and premium‑finance work (the principal devotes a majority of time to the insurance practice), receipt of solicitor/referral fees from third‑party managers, and explicit consulting on premium finance loans and pension‑related matters. The firm also states it conducts educational seminars and workshops and reported having no assets under management as of May 21, 2023, which may be relevant for prospective clients evaluating how they would engage the firm.
To learn more about the advisors currently working at Post Oak Financial, LLC, 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
| 18
|
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