W
WealthPortrait Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
WealthPortrait Financial LLC is a registered investment adviser that provides financial planning and consulting services to individuals and to certain institutional clients such as pension/profit-sharing plans and charitable organizations. In 2023 the firm ceased maintaining individual investment accounts and now focuses on delivering written financial plans rather than discretionary portfolio management.
The firm’s planning process involves collecting detailed personal and financial information to produce a written plan addressing matters like retirement, tax, estate, insurance and business succession; it does not select portfolio managers, exercise investment discretion, or vote client securities. Fees for planning are charged on hourly or fixed-fee bases, and the firm screens prospective planning relationships by requiring a minimum portfolio size while retaining discretion to accept exceptions.
Notable distinguishing features include that the principal maintains a state-licensed insurance agency that sells fixed annuities and life insurance, and advisory representatives are also registered with a broker-dealer and may receive insurance or brokerage-related compensation, which the firm discloses as a potential conflict of interest. The firm also reports having no regulatory assets under management, no plans for a public website, and does not rely on percentage-of-assets–under-management fees—characteristics that are uncommon for advisers in the investment-manager category.
Client services
Financial planning
Expertise
Business succession planning
Equity Recipients (RS/RSU, SOP, ESPP)
Occupation focus
Founder/Business Owner
Fee options
Fixed fee range of $450 - $4,500
$225/hour
Account minimum: $100,000 Fee-only: Hourly rate of $225/hour; Fixed fee range of $450 - $4,500 mutually agreed in advance
Main office location
WealthPortrait Financial, LLC
Austin TX, United States
Number of offices
1
Most active in
WealthPortrait Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")