A complete list of active advisors currently associated with Team Financial Strategies

Warmer can help you find a great advisor at Team Financial Strategies or one who fits your needs even better.

Team Financial Strategies is a fee‑only registered investment adviser managing roughly $262 million in client assets (about $243.6 million discretionary as of December 31, 2025) and serves individuals, high‑net‑worth households, and a range of institutional clients. The firm provides financial planning and separate‑account portfolio management and also manages donor‑advised funds, acts as sub‑adviser to a registered mutual fund (the Texas Fund), and serves as investment manager to a private pooled vehicle (the TFS Private Opportunities Fund, LP). The firm maintains model allocation strategies across Conservative to Aggressive risk profiles, uses a risk questionnaire and Riskalyze to set client risk scores, and implements portfolios on either a discretionary or non‑discretionary basis with monthly monitoring and periodic reviews. Team Financial Strategies also offers multi‑disciplinary wealth and institutional consulting, including acting in ERISA 3(21) and 3(38) capacities for retirement plans and providing tailored plan governance and investment monitoring services. Statistically uncommon for a team adviser, the firm directly serves investment company and pooled vehicle clients through its mutual fund sub‑advisory role and its affiliate‑sponsored private fund, with investors in the Partnership receiving audited financial statements and K‑1s. The brochure discloses these relationships and indicates the firm offsets potential fee overlap by proportionally waiving or discounting client advisory fees when clients invest in the Texas Fund or the Partnership, and it provides institutional and DAF services that broaden its client mix beyond the typical individual‑focused team.

To learn more about the advisors currently working at Team Financial Strategies, 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.