A complete list of active advisors currently associated with Sovereign Asset Advisors LLC

Warmer can help you find a great advisor at Sovereign Asset Advisors LLC or one who fits your needs even better.

Sovereign Asset Advisors LLC serves individuals (including high-net-worth clients), small businesses, foundations, charitable organizations, and retirement plans, providing comprehensive financial planning, portfolio management, and retirement plan services. The firm also advises corporate and pension/profit-sharing plans and offers consulting to plan sponsors on fiduciary duties, plan governance, and vendor benchmarking. The firm’s investment approach combines active management and value investing informed by fundamental, technical, charting, and cyclical analyses, and portfolios commonly include mutual funds, ETFs, individual equities, fixed income, and options. Engagements are tailored to each client through an initial interview and customized written guidelines, with most portfolios managed on a discretionary basis and periodic reviews at least annually or more frequently as circumstances change. What distinguishes the firm from many peers is its affiliation with a law firm under common control and the availability of legal services (e.g., estate planning implementation and divorce consultation) under separate engagement, along with trustee relationships that trigger independent annual audits when applicable. The firm also provides pension consulting and ERISA-focused services (including §3(21) and §3(38) fiduciary support), participant education workshops, and trustee education—services that are uncommon for a small, solo advisory practice managing roughly $2.31 million for a small client base.

To learn more about the advisors currently working at Sovereign Asset Advisors 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
Thomas Fortenberry	Cedar Park, TX	5

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