A complete list of active advisors currently associated with Violet Crown Wealth Advisors LLC

Warmer can help you find a great advisor at Violet Crown Wealth Advisors LLC or one who fits your needs even better.

Violet Crown Wealth Advisors serves individual and high‑net‑worth clients, offering discretionary portfolio management alongside written financial planning. The brochure describes portfolios guided by an individualized Investment Policy Statement and notes advice is generally limited to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs) and Treasury inflation‑protected securities. The firm’s investment process blends fundamental analysis, modern portfolio theory and quantitative analysis, with a long‑term trading orientation and ongoing portfolio monitoring under discretionary authority. Financial planning is described as a comprehensive, one‑time written plan covering cash flow, tax, estate, insurance and retirement considerations, with additional work available upon request. Distinctive for a recently formed adviser, Violet Crown offers fixed‑fee financial planning in addition to asset‑based portfolio management — features that are relatively uncommon among peers in this regulatory category — and reported no assets under management as of August 2026. The brochure also notes the firm requires clients to use a specific custodian (Schwab Institutional), does not participate in wrap fee programs or accept performance‑based fees, and does not act as an adviser to private funds.

To learn more about the advisors currently working at Violet Crown Wealth Advisors 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
Jose Campos	Austin, TX	17

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