A complete list of active advisors currently associated with Vested, LLC

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

Vestted, LLC is a Texas-based investment adviser founded in 2025 that provides advisory services to high-net-worth individuals, trusts and estates, charitable organizations, corporations and other business entities, as well as retirement plans such as 401(k) plans, profit-sharing plans and defined benefit plans. The firm’s services include comprehensive financial planning, both discretionary and non-discretionary portfolio management, retirement-plan advisory, and advisory work for pooled investment vehicles and private-equity sponsors. Vestted delivers advice under a fiduciary standard and offers tailored programs including a collaborative non-discretionary advisory program, a discretionary model-based Vestted Allocation Series, and targeted discretionary sleeves designed for specific objectives. The firm emphasizes fundamental analysis, asset allocation and a long-term investing approach, and supplements its process with third-party managers, model portfolios and AI-enabled tools that are reviewed by personnel. Notable for a small independent adviser, Vestted explicitly supports institutional and sponsor-focused needs: it provides pooled-vehicle advisory, retirement-plan and pension consulting, and a Private Equity Sponsor Services platform addressing liquidity and cash-management (e.g., short-term investment sweeps, treasury laddering, capital-call automation), FX and cross-border transfers, and coordination with custodians and fund administrators. The brochure also discloses outside business activities tied to a private-equity enterprise and describes educational seminars offered at no fee, with written policies and client disclosure used to manage potential conflicts.

To learn more about the advisors currently working at Vested, 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.