A complete list of active advisors currently associated with Tekton Wealth Advisors
Warmer can help you find a great advisor at Tekton Wealth Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tekton Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lowell, AR
| 24
|
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