Texas Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Texas Family Wealth serves individuals (both non‑high‑net‑worth and high‑net‑worth), families, trusts, estates, small businesses, and retirement plans, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages roughly $257 million across about 1,072 client relationships and commonly charges percentage‑of‑assets fees for portfolio management.
The firm pursues a primarily long‑term, fiduciary‑oriented investment approach that combines fundamental and technical analysis to construct portfolios of individual equities, mutual funds, bonds and ETFs and to select share classes that reflect clients’ tax and trading considerations. Texas Family Wealth develops strategic asset allocations, implements and monitors portfolios, and may retain legacy holdings or rebalance for tax, concentration, or cash‑flow reasons as part of ongoing client engagement.
Notably, Texas Family Wealth sponsors a wrap fee program that bundles securities transaction costs into its advisory fee and has an institutional relationship with Raymond James under which certain trading costs, research, software and launch support are provided to the firm. The adviser also discloses that some advisory personnel are licensed insurance professionals who may receive separate commission income, a potential conflict the firm addresses in its policies and disclosures.
Client services
Expertise
Fee options
In certain circumstances, may charge a fixed annual fee for services
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.85% annually $5,000,001+: Negotiable
Certain advisory persons are licensed insurance professionals who may earn commissions from insurance sales, separate from advisory fees
Fee-only: Wealth management fees up to 1.50% annually on a tiered schedule; retirement plan advisory fees up to 0.75% annually, negotiable
Main office
161 W Shadowbend Avenue, Suite 101
Friendswood TX 77546
Advisors at this office
4
Most active in
Texas
Also doing business as
Shb Financial Services, LLC · Texas Family Wealth, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Advisors at this firm
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