TEXAS FINANCIAL ADVISORY

20650 Stone Oak Pkwy, #100
San Antonio, Texas 78258
Tel: (210) 530-1292

About TEXAS FINANCIAL ADVISORY

TEXAS FINANCIAL ADVISORY, formally registered with the SEC as TEXAS FINANCIAL ADVISORY. The firm was established in 09/07/2023. They have over 4 offices throughout the country.

TEXAS FINANCIAL ADVISORY is a San Antonio, Texas based Financial Planning firm with nearly $117,865,342 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306413
SEC#	801-128701
Assets Managed by Firm	$117,865,342
No. of Clients	633
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (PODCASTS/RADIO SHOW/TELEVISION SHOW)

Firm Client Information

	No. of Clients	AUM
Firm Total	633	$117,865,342
Individuals (other than high net worth individuals)	600	$90,310,613
High net worth individuals	16	$25,499,878
Charitable organizations	1	$262,245
Corporations or other businesses	4	$1,792,606

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