Tekton Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tekton Wealth Advisory Services is a small independent registered investment adviser that provides financial planning, consulting, and both discretionary and non‑discretionary portfolio management for individuals, trusts, and estates. The firm also advises on assets held in employer‑sponsored retirement plans, 529 plans, and insurance‑wrapped products such as variable annuities and variable life contracts maintained at the product providers.
The firm typically constructs client portfolios by allocating to selected independent managers or by building personalized mixes of ETFs, mutual funds, individual stocks and bonds, cash, and alternative investments, using a combination of fundamental, technical, charting and cyclical analysis; accounts are monitored and rebalanced on an ongoing basis with formal reviews at least annually. Tekton offers both project‑based and ongoing monthly financial planning and uses a third‑party estate‑planning platform (Wealth.com) that supports a digital-to-attorney hybrid workflow for implementing estate documents.
What is distinctive about Tekton is its affiliation with a licensed insurance agency (Tekton Wealth Insurance Services, LLC) and the fact that several supervised persons are licensed insurance agents who may offer commissionable insurance products and receive additional compensation, a relationship the firm discloses and seeks to manage. The firm is newly registered and reported $0 in regulatory assets under management and no clients as of December 31, 2025, which differentiates it from more established peers.
Client services
Expertise
Fee options
0.65% - 1.75% annually (negotiable based on portfolio size, services, and individual client)
Certain supervised persons offer insurance products on a commission basis
Financial planning and consulting calculated at an hourly rate of $500 per hour
Monthly financial planning fees ranging from $100 to $500 per month
Fee-only: Fixed fees for financial planning and consulting ranging from $2,500 to $20,000; Estate planning and consulting fees from $750 to $5,000; Monthly financial planning fees from $100 to $500 per month
Main office
213 W. Monroe Avenue, Suite F
Lowell AR 72745
Advisors at this office
1
Most active in
Arizona · Arkansas · Texas
Also doing business as
Tekton Wealth · Tekton Wealth Advisors · Tekton Wealth Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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