Tanglewood Total Wealth Management, Inc.

Peter Faust is a CFP® professional at Tanglewood Total Wealth Management, Inc. in Houston, TX, with 14 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 2016. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm offers discretionary portfolio management focused on strategic asset allocation and tax-aware practices, and it provides detailed client reporting with quarterly performance reviews and regular market commentaries.

Abigail Gunderson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. She has been with Tanglewood Wealth Management since 2013. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Keith Fenstad is a CFP® professional with 12 years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. He has been with the firm since 2002, contributing to its team of nine advisors. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm employs a customized asset-allocation process using mutual funds, ETFs, and individual bonds, providing regular performance reporting and accommodating client-directed strategies such as tax-aware accounts and targeted gold allocations.

John Merrill is a financial advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Tanglewood Wealth Management, Inc. since 1990. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses a customized, asset-allocation centered process involving mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Brian Merrill is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Tanglewood Capital Management, Inc. since 2002 and is based in Houston, TX. Merrill is part of a nine-advisor team at Tanglewood Total Wealth Management, Inc. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation approach focused on mutual funds, ETFs, and individual bonds, with regular rebalancing and client-directed strategies.

Michael Pumphrey is a CFP® professional with four years of experience at Tanglewood Total Wealth Management, Inc. Prior to joining the firm, he worked for seven years with Cypress Fairbanks ISD. He serves as a Peer Financial Counselor II at Kansas State University and is a volunteer NexGen Director for the Financial Planning Association of Houston. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management alongside wealth-planning services. The firm uses a customized, asset-allocation centered approach with mutual funds, ETFs, and individual bonds, and provides regular performance reporting to clients.

Thomas Bruce is a Series 65 credentialed advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. He joined the firm in 2024 and previously worked at Ned Davis Research and Benzinga. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management and wealth-planning services. The firm uses customized investment policy statements and an asset-allocation process focused on mutual funds, ETFs, and individual bonds, with options for tax-aware management and client-directed allocations.

Adam Lawrence is a CFP® with three years of industry experience, currently serving as an advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. Prior to joining Tanglewood, he worked at Financial Synergies Wealth Advisors, Inc. and KPMG. Tanglewood Total Wealth Management serves individuals, high-net-worth clients, and institutional and retirement-plan clients, offering discretionary portfolio management along with wealth-planning services. The firm uses customized investment policy statements and an asset-allocation approach centered on mutual funds, ETFs, and individual bonds, providing regular performance reporting to clients.

Tina Yang is a CFP® professional with three years of industry experience, currently serving at Tanglewood Total Wealth Management, Inc. in Houston, TX. Prior to joining Tanglewood, she worked at Founders Group for two years and has a background that includes four years at the University of Houston. Tanglewood Total Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable institutions. The firm provides discretionary portfolio management through personalized wealth planning and turnkey investment management, focusing on strategic asset allocation, diversification, tax-aware practices, and comprehensive client reporting.