Whitwell Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,203,878
Clients
312
Advisors
5
across 3 offices
About
Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals (including high-net-worth clients), businesses, and retirement plans. The firm reports about $116.8 million in assets under management, operates with a small advisory team, and offers services to both retail clients and institutional or intermediary clients.
Whitwell typically works on a discretionary basis, tailoring strategies to client goals and risk profiles and using both fundamental and technical analysis to build ETF- and selectively stock-based portfolios (notably its Moderate Growth and Total Growth strategies). The firm also offers membership planning through "The Planning Club," customized consulting, and access to non-traditional investments, integrating ongoing monitoring and model-based implementation across client accounts.
What distinguishes Whitwell from many peers is its role as a corporate RIA to affiliated investment adviser representatives—providing the same investment models plus operational and compliance oversight to affiliated intermediaries—which is a relatively uncommon arrangement. The firm also maintains six offices, routinely hosts educational seminars and publishes client materials, and explicitly structures policies for ERISA plan engagements and for handling non‑traditional and tax‑oriented investments (including sponsor-driven valuation and disclosure practices).
Client services
Expertise
Occupation focus
Fee options
Financial planning initial flat fee quoted per engagement; 50% deposit required for custom financial planning
1% annually, with right to charge up to 3% or non-traditional fees up to 1.5%
$500 to $1,000 per hour depending on advisor and agreement
The Planning Club membership includes an upfront onboarding fee, fixed monthly fee billed in arrears, and hourly fees for additional time
Account minimum: $1,000,000
Main office
See officeBee Cave TX
Advisors at this office
3
Offices (3)
Most active in
California · Florida · Hawaii · Louisiana · Minnesota · Nevada · New York · South Carolina · Texas · Virginia · Washington
Also doing business as
Whitwell & Co, LLC · Whitwell Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Paul R
Series 63, Series 65
Miami, FL
Whitwell Advisors
Paul Reiferson is a financial advisor at Whitwell Advisors in Miami, FL, holding Series 63 and Series 65 credentials with two years of industry experience. He has worked at Whitwell & Co. since 2024 and previously at Compound Planning and as a self-employed advisor. Reiferson is also a director of RS Family LLC, which manages his collection of photographs and historical objects. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selected individual securities within defined strategies and offers family office services, operating through a multi-office platform with affiliations that provide operational and compliance oversight.
Rosemary W
CFP®, Series 63, Series 65
Bee Cave, TX
Whitwell Advisors
Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.
Stefan W
CFA®, Series 63, Series 66
Bee Cave, TX
Whitwell Advisors
Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.
Mary Susan P
Series 63, Series 65
Bee Cave, TX
Whitwell Advisors
Mary Susan Perry is a financial advisor at Whitwell Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Perry joined Whitwell & Co., LLC in 2026 and is based in Bee Cave, TX. Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals, businesses, and retirement plans. The firm serves both retail and institutional clients, using fundamental and technical analysis to build ETF- and stock-based portfolios tailored to client goals and risk profiles.
Tracy D
Series 65
Henderson, NV
Whitwell Advisors
Tracy Dibble is a financial advisor at Whitwell Advisors with one year of industry experience and holds the Series 65 designation. Prior to joining Whitwell & Co., LLC, Tracy worked at Total Tax, Inc., Canyon Ridge Group, LLC, and Greenback Expat Tax Services. Outside of advisory work, Tracy is the managing member of VEUE, LLC, a tax preparation and administrative services business. Whitwell & Co. is an SEC-registered wealth management firm serving individuals, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and family office services. The firm employs both fundamental and technical analysis to construct ETF- and stock-based portfolios and supports affiliated advisers through operational and compliance oversight.
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