Texas Family Wealth, LLC logo

Texas Family Wealth, LLC

Updated today

Client AUM

$256,979,997

Clients

1,072

Advisors

4

of 7 employees

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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Fee options

Fixed

In certain circumstances, may charge a fixed annual fee for services

Percentage

$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

Commissions

Certain advisory persons are licensed insurance professionals who may earn commissions from insurance sales, separate from advisory fees

Other

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

Advisors at this firm

user avatar

Sally B

Series 63, Series 66

Friendswood, TX

Texas Family Wealth, LLC

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Matthew S

Series 65

Friendswood, TX

Texas Family Wealth, LLC

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Kenneth C

Series 66, Series 65

Friendswood, TX

Texas Family Wealth, LLC

Kenneth Cusick Jr. is a financial advisor with Texas Family Wealth, LLC and holds Series 66 and Series 65 designations. He has five years of industry experience, including four years at Fisher Investments and prior experience at Merrill and The John G. and Marie Stella Kennedy Memorial Foundation. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans, offering discretionary wealth management and financial planning services. The firm employs a primarily long-term, fiduciary-oriented investment approach that integrates fundamental and technical analysis to construct diversified portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Harris H

CFP®, Series 63, Series 66

Friendswood, TX

Texas Family Wealth, LLC

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction costs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
View complete list of advisors at this firm
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