A complete list of active advisors currently associated with Turtle Creek Wealthcare
Warmer can help you find a great advisor at Turtle Creek Wealthcare or one who fits your needs even better.
Turtle Creek WealthCare is a small, independent registered investment adviser that provides financial planning and wealth-management services to individuals, trusts, and other entities. The firm offers flat-fee planning engagements, percentage-of-assets advisory arrangements, and a lower-cost investment-management-only option for clients who do not require full-service planning. The firm’s advisory work is built around the patented WEALTHCARE planning system, which it uses for roughly 95% of client plans and which employs Monte Carlo and proprietary historical-simulation tools to quantify a client’s “comfort zone” and goal confidence. Investment recommendations emphasize tax-efficient, broadly diversified indexed ETFs and a focus on limiting unnecessary risk and controllable costs. Rather than directly managing the bulk of client assets in-house, Turtle Creek typically recommends and coordinates SEC‑registered third‑party discretionary managers and serves as a sub‑adviser and ongoing monitor; as of February 2026 the firm reported $530,000 managed non‑discretionarily versus $60.2 million co‑advised and managed by recommended third parties. The combination of a patented, simulation‑driven planning platform and a sub‑advisory model, along with a stated avoidance of active manager reliance, differentiates the firm from many similarly sized independents.
To learn more about the advisors currently working at Turtle Creek Wealthcare, 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 |
|---|---|---|
Dallas, TX
| 25
|
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