Wykrent, Damon
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, asset management, asset-allocation advice and one-time or ongoing consultations to individuals, high net worth individuals, trusts, estates and charitable organizations. Offerings include comprehensive or modular written plans, ongoing planning engagements, and portfolio management delivered on a discretionary or non‑discretionary basis.
The firm’s investment approach emphasizes broad diversification informed by Modern Portfolio Theory, favoring mutual funds and ETFs over individual security selection and relying primarily on academic research rather than market timing or analyst stock picking. Portfolios are implemented using long‑ and short‑term purchase strategies and the firm creates a written investment policy tailored to each client’s objectives.
Noteworthy features include a concurrent consulting and expert‑witness practice operated through a separate LLC, with a significant portion of the advisor’s time devoted to those activities, which may affect capacity for advisory work. The brochure discloses $30.6 million in discretionary AUM across 23 clients—implying a relatively high average asset level per client—and a reliance on Charles Schwab for custody and technology services that the firm identifies as a potential source of conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial plans and ongoing financial planning services, generally not exceeding $3,000
$0 - $500,000: 0.50% - 1.25% $500,001 - $1,000,000: 0.40% - 1.00% $1,000,001 - $3,000,000: 0.30% - 0.80% $3,000,001+: 0.25% - 0.50%
$150 per hour for financial plans, ongoing planning, consultations, and asset allocation
Minimum fee: $2,000 annual fee for asset management services, may be waived at discretion Fee-only: Fixed fees (generally not to exceed $3,000) and hourly fees ($150 per hour) for financial planning, consultations, and asset allocation services
Main office
700 Parker Square, Suite 250
Flower Mound TX 75028
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 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.
Forms ADV
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