A complete list of active advisors currently associated with Sable X Wealth Management LLC

Warmer can help you find a great advisor at Sable X Wealth Management LLC or one who fits your needs even better.

Sable X Wealth Management is an independent, state-registered advisory firm that works with individuals, high net worth individuals, and charitable organizations to provide discretionary asset management and financial planning and consulting services. The firm also offers ongoing planning engagements, client referrals to other registered advisers, and a monthly market commentary intended for subscribers. The firm describes an investment process that draws on fundamental and technical analysis as well as modern portfolio theory, and it implements long- and short-term, income, and hedging strategies according to each client’s objectives and risk tolerance. Accounts are managed on an individualized basis with discretionary trading available when authorized, and clients may impose reasonable investment restrictions; periodic reviews occur at least annually and more frequently for ongoing planning clients. Distinctive features disclosed in the Form ADV include operating a wrap fee program (an arrangement relatively uncommon among independent advisers) and distributing a monthly newsletter, as well as an affiliated seasonal tax-preparation business that offers optional tax-preparation services to clients. The brochure also notes that the firm is newly registered and currently reports no assets under management, and it discloses that the firm’s principal was the subject of a prior FINRA disciplinary action resulting in fines and a suspension.

To learn more about the advisors currently working at Sable X Wealth Management 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
Derek Prater	Dayton, TX	—

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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.

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