A complete list of active advisors currently associated with Texas Family Wealth, LLC

Warmer can help you find a great advisor at Texas Family Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Texas Family Wealth, LLC, 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.