Resonance Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,527,711
Clients
20
Advisors
1
of 1 employees
About
Resonance Financial provides asset management, retirement-focused financial planning, and project-based consulting to a mix of individuals, trusts, foundations and other charitable or institutional clients, as well as small businesses and churches. Services include portfolio management, preparation of written investment policy statements, and ad hoc consulting engagements.
The firm’s investment process relies on fundamental analysis, using a mix of long- and short-term purchases and periodic rebalancing to maintain target allocations, and it typically manages accounts on a discretionary basis under written agreements. It can develop formal IPS documents, works with an independent custodian, and delivers quarterly account and performance reporting.
What is distinctive relative to many peers is the active inclusion of charitable organizations, foundations and endowments in the client roster — a client type that is uncommon for independent firms of this size. The lead adviser holds the CFA charter and brings prior institutional portfolio management experience, and the firm supplements ongoing advisory relationships with project-based consulting and hourly financial planning.
Client services
Expertise
Fee options
Flat fees may be negotiated for asset management but will not exceed fee schedule; flat fees for financial plans may be negotiated with 50% deposit
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.45% annually
IARs may receive commissions from insurance product sales in addition to advisory fees
$250 per hour for financial planning/consulting (negotiable), $350 per hour for analysis (negotiable)
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,250 Fee-only: Hourly financial planning fee of $250 per hour (negotiable), analysis fee of $350 per hour (negotiable)
Main office
Cedar Park TX
Advisors at this office
1
Most active in
Louisiana · 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
Quick links
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