A complete list of active advisors currently associated with Sweetwater Financial Advisors, LLC

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

Sweetwater Financial Advisors, LLC is a small, supported investment adviser that manages approximately $84 million on behalf of roughly 368 clients, serving individuals (including high‑net‑worth clients) as well as institutional clients such as pension and state or municipal government entities. The firm offers portfolio management (discretionary and non‑discretionary), financial planning and 401(k)/pension consulting services tailored to client needs. The firm relies on model portfolios that it customizes from client profile and suitability information, and it typically implements strategies using mutual funds, ETFs and individual equities while applying a blend of fundamental and technical analysis; accounts are monitored and reviewed on a regular basis. Clients complete a suitability questionnaire and may impose investment restrictions, and the adviser may actively trade and rebalance allocations as market conditions or client circumstances change. What is notable relative to many peers is that the firm both serves government clients and offers performance‑based fee arrangements for qualified clients, and it discloses the related conflicts of interest and side‑by‑side management risks (including annual performance calculations and a high‑water mark mechanism). The brochure also highlights explicit rollover and conflict disclosures tied to retirement accounts and makes clear the firm emphasizes documented suitability, periodic reviews, and written planning—features that may be more pronounced than at similarly sized advisers.

To learn more about the advisors currently working at Sweetwater Financial 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.

You can also browse Sweetwater Financial Advisors, LLC's office locations.

Name	Location	Years of experience
Mark Snelling	Boerne, TX	24
David Teel	Sugar Land, TX	21

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support