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 offers investment management, financial planning, and consulting and implements client strategies largely by allocating assets to independent investment managers. The firm’s brochure describes services for individuals, trusts, and estates while emphasizing the selection and oversight of third‑party managers to carry out investment mandates. Its investment process blends fundamental, technical, and cyclical analysis and seeks diversified exposure across mutual funds, ETFs, individual equities and bonds, and certain alternative vehicles; accounts may be managed on either a discretionary or non‑discretionary basis. TWAS also integrates planning workflows with a technology estate‑planning platform (Wealth.com) to support legacy and estate execution alongside ongoing portfolio monitoring. Distinctive features highlighted in the brochure include an affiliation with an insurance agency (Tekton Wealth Insurance Services, LLC) and supervised persons who are licensed insurance agents offering commissionable products, which the firm discloses as a potential conflict of interest. The firm also notes practices that are uncommon for its peer group: formally selecting other advisers (subadvisers) to manage assets and offering non‑asset‑based billing options such as hourly and fixed ongoing planning arrangements, in addition to receiving operational and software support from custodial platforms.
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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