Whisper Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Whisper Wealth Advisors LLC is a registered investment adviser that offers discretionary investment management and both ongoing and project-based financial planning services. According to its brochure, the firm currently reports no assets under management and no advisory clients as of the most recent reporting date.
The firm’s investment approach applies modern portfolio theory and a mix of passive and active strategies focused on asset allocation across stocks, bonds, mutual funds, and ETFs, and it uses both direct management and third‑party model portfolios. Whisper Wealth commonly charges percentage‑of‑assets fees for portfolio management but also offers project‑based or hourly billing for financial planning, and it may engage outside managers while subscribing to model marketplaces (Altruist and Schwab) to implement strategies.
Noteworthy aspects include an affiliation with a separate CPA practice operated by the firm’s principal, which is disclosed as a potential referral source but is not required for clients to use, and the firm’s explicit practice of selecting and monitoring outside advisers and model portfolios—an arrangement that is less common among peers. The firm is a very small operation with a single advisory professional and a combination of institutional model access and hourly planning options, which distinguishes it from many larger investment-manager firms.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $10,000; Ongoing Financial Planning recurring fixed fee $500 to $5,000 per quarter
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
$375/hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: initial fee up to $7,500; recurring fixed fee $500 to $5,000 per quarter; Project-Based Financial Planning: fixed fees $1,000 to $10,000 or hourly rate $375/hour
Main office
216 Paloma Dr, Ste 110
Temple TX 76502
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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