FAQ

No. We don't set minimums. We work with people based on fit, not account size. If you're serious about getting your financial life in order, we want to talk.

Flat fee or retainer for financial planning. A percentage of assets for wealth management. By engagement for situational consulting. We'll always be upfront before you commit to anything.

Fee-only advisors accept zero commissions. We're fee-based — we primarily charge client fees, but may earn a commission on things like insurance. We'll always tell you when that's the case. Either way, we operate as fiduciaries.

It means we're legally required to act in your best interest — not ours, not a product-focused firm. A lot of advisors only meet a 'suitability' standard. Fiduciary is a higher bar. We hold ourselves to it.

Between 50 and 100 per advisor. We keep the practice small so we can actually know our clients. If that number ever started to compromise quality, we'd stop taking new clients before we'd let the work suffer.

You might not need to. But ask yourself: when did you last actually talk to them? Do they know what's changed in your life? Do you understand what you're paying? If the answers are murky, that's a signal.

Yes. We're based in McKinney, TX with ties to Oklahoma, but we work with clients across the country. Most ongoing relationships are managed virtually.

We're not CPAs and we don't draft legal documents. But tax strategy and estate planning are built into everything we do. We work alongside your CPA and attorney — or we can help you find one.