Tower 909 Building, 909 Lake Carolyn Parkway, Suite 100, Irving, TX 75039
Phone
(214) 389-7875
Listed under
Financial planning, Flat / fixed fees
CRD number
291495
Registration
State registered: TX
Compensation (Form ADV 5.E)
Fixed fees; Other (Refer to Schedule D-Miscellaneous for Addt'l Fee Information)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D)
86
Individual / high-net-worth clients
31 / 43
Employees
11
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31
State registered (TX) investment adviser, CRD 291495, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.