A complete list of active advisors currently associated with Valuetree Financial LLC
Warmer can help you find a great advisor at Valuetree Financial LLC or one who fits your needs even better.
Valuetree Financial LLC is a state-registered independent advisory firm that provides discretionary portfolio management and comprehensive financial planning for individual and high‑net‑worth clients. The firm reports approximately $9.4 million in discretionary assets under management and serves about 20 clients, delivering tailored investment policies and ongoing account supervision. The firm’s investment approach is primarily passive, building portfolios with index mutual funds and ETFs and weighting asset classes to achieve desired correlation, risk, and return; it also incorporates occasional tilts toward small‑ and value‑oriented equity indexes and may use allocations to individual stocks or alternative assets to complement the passive core. Clients receive individualized investment policy statements and periodic reviews, and the adviser generally has discretionary authority to implement the agreed strategy. Noteworthy aspects include a principal with a technology and finance background and prior senior engineering experience in the technology sector, which contributes to a process‑oriented, analytical practice and a boutique client roster. Valuetree recommends Charles Schwab as custodian, receives soft‑dollar benefits through custodian relationships, and structures its financial planning as an onboarding engagement with an ongoing retainer and the option to negotiate bundled pricing when clients engage multiple services.
To learn more about the advisors currently working at Valuetree Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 6
|
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