ADVOCATES WEALTH PLANNING
SEC RegisteredEmpowering Generations to Authentically Live Their Financial Values
About the firm
The firm focuses on comprehensive wealth management for families, engaging in thoughtful conversations to understand core principles, aspirations, and financial needs. They align family values with financial planning and investing strategies to create a comprehensive financial roadmap. They also offer specialized financial services for energy industry professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, investment management, tax and estate planning, tailored portfolio construction aligned with family values and risk tolerance, and specialized financial strategies for energy professionals.
Who they serve
Families broadly, with a specialization in energy industry professionals who need tailored financial strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $27M |
| High Net Worth Individuals | 134 | $421M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.20% |
| $500,001-$1,000,000 | 0.90% |
| $1,000,001-$2,000,000 | 0.70% |
| $2,000,001-$5,000,000 | 0.50% |
| $5,000,001-$10,000,000 | 0.40% |
| Over $10,000,000 | — |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVOCATES WEALTH PLANNING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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