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.

The firm advises individuals (including high‑net‑worth clients), investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include ongoing discretionary and non‑discretionary investment management, financial planning, mutual fund and private fund management, donor‑advised fund oversight, and retirement‑plan consulting. The firm maintains model portfolio allocations for Conservative through Aggressive risk profiles and uses a documented risk‑scoring process (including a Riskalyze platform) to set client strategies; portfolios combine core mutual‑fund holdings with more tactical securities. Portfolio managers conduct monthly reviews, implement trades under a limited power of attorney, and provide clients with online access and periodic performance reporting. Unlike many peers of its size, the firm serves pooled and registered investment vehicles: it acts as sub‑adviser to a registered mutual fund (the Texas Fund) and serves as investment manager to a private fund (the TFS Private Opportunities Fund) with an affiliated general partner, while also accepting institutional and investment‑company clients. The firm manages roughly $262 million in client assets (predominantly discretionary) across more than 1,200 accounts and discloses policies—such as proportionate fee waivers or discounts—when allocating client assets to its affiliated funds to address potential conflicts.

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.