TL Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, managing accounts on a discretionary basis and offering retirement-plan rollover advice. The firm states an account minimum of $1,000,000 (which it may waive) and integrates financial planning, tax and retirement considerations into its ongoing advisory services.
The firm’s investment approach is centered on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings; it may execute covered-call and cash‑secured put option strategies when requested on a non-solicited, non-discretionary basis. TLPW discloses fiduciary duties for retirement accounts and highlights cybersecurity safeguards and regular portfolio monitoring, including quarterly custodian statements and monthly portfolio summaries.
Notable distinctions include a firm policy that requires clients to custody assets at Fidelity Institutional and does not permit clients to direct brokerage to other custodians, reflecting use of Fidelity’s platform services and research benefits. The firm also does not aggregate (block) trades for multiple accounts, compensates investment adviser representatives in part based on a percentage of advisory fees, and has an owner licensed to sell commissionable insurance products — all of which are disclosed as potential conflicts and addressed through its policies and supervision.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Account minimum: $1,000,000 (may be waived) Fee-only: Asset-based fees only; no commissions or performance fees.
Main office
165 S Kimball Ave, Suite 120
Southlake TX 76092
Advisors at this office
4
Most active in
California · Colorado · Florida · Georgia · Louisiana · New Hampshire · Oklahoma · Texas
Also doing business as
Hpc Wealth Advisors L.L.C · Hpc Wealth Advisors L.L.C. · Tl Private Wealth · Tl Private Wealth LLC · Tl Private Wealth Management LLC · Tondre And Little Wealth Planning
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.
Quick links
Advisors at this firm
Dustin T
CFP®, Series 63, Series 65
Southlake, TX
TL Private Wealth
Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.
William B
Series 66
Southlake, TX
TL Private Wealth
William Byrum is a financial advisor at TL Private Wealth with 13 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following five years at TD Ameritrade. TL Private Wealth provides investment supervisory services and financial planning primarily to individuals and high-net-worth clients, managing accounts on a discretionary basis and integrating financial planning, tax, and retirement considerations into its advisory services. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings.
John J
Series 66
Southlake, TX
TL Private Wealth
John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.
Brad L
CFP®, Series 66
Southlake, TX
TL Private Wealth
Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.
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