BLAND GARVEY WEALTH ADVISORS, LLC
SEC RegisteredWealth Management to Grow, Live, and Retire Well
About the firm
Bland Garvey Wealth Advisors, LLC works with individuals, families, and businesses to design, build, and protect their financial future. What started with tax and accounting services has matured into a firm that can serve every aspect of business and personal finances. They are backed by the intellectual capital of Focus Partners Advisor Solutions, Charles Schwab, and Dimensional Fund Advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, goal planning, portfolio design/structure/rebalancing, tax minimization consulting, financial planning, retirement planning, income and tax planning, asset protection and risk management consulting, education planning (529 plans), company 401(k) plans, retirement plan design and implementation, third party administration (TPA) services, participant education, and fiduciary and investment consulting.
Who they serve
Individuals, families, and businesses, including clients of their affiliated CPA firm and those who only desire wealth management services; serving North Texas and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $13M |
| High Net Worth Individuals | 67 | $215M |
| Charitable Organizations | 8 | $7.7M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $5,000,000 | 0.50% |
| Next $10,000,000 | 0.40% |
| All amounts above $20,000,000 | 0.30% |
Data as of March 18, 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. BLAND GARVEY WEALTH ADVISORS, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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