A complete list of active advisors currently associated with SFMG Wealth Advisors
Warmer can help you find a great advisor at SFMG Wealth Advisors or one who fits your needs even better.
SFMG Wealth Advisors is a team-based wealth management firm that provides integrated financial planning and discretionary portfolio management to individuals and families, including high‑net‑worth clients, as well as pension plans, trusts, and corporate clients. The firm describes its services as a combined financial planning and investment management program that can include mutual funds, ETFs, private equity, private credit, subadvisors, and estate and tax coordination. The firm says it builds personalized investment programs guided by an investment policy statement and a centralized Investment Committee that implements strategic allocations with tactical adjustments; it also offers options for values‑based investing via an ETF or third‑party manager. SFMG emphasizes an ongoing, team‑based planning relationship and regular portfolio reviews, and uses both institutional and proprietary research to evaluate market and manager decisions. What is noteworthy about SFMG relative to many peers is its disclosure of several uncommon marketing and business practices: the firm’s materials indicate it uses hypothetical performance scenarios, endorsements, and third‑party ratings in its advertising. The ADV also discloses multiple private investment vehicles (including an employee fund and a separate vehicle formed by firm principals), and recent updates to Items 10 and 11 describe conflicts related to advisory relationships with fund sponsors and individuals who receive compensation in connection with client investments, all of which are addressed by written policies and disclosures in the brochure.
To learn more about the advisors currently working at SFMG Wealth Advisors, 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.
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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.
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