SFMG WEALTH ADVISORS
SEC RegisteredFind Your Confidence For Life.
About the firm
SFMG is a fee-only wealth advisory firm based in Dallas, Texas. They are paid solely by their clients and receive no compensation from product sales or trades. They use data, research, and care to help clients feel secure in their family's financial future and confident in their own decisions.
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, smart investment management (stocks, bonds, mutual funds, ETFs, private equity, real estate, commodities, hedge funds), alternative investments, corporate benefits planning, education planning, net worth and cash flow analysis, tax planning, insurance planning, estate planning, retirement planning, business owner planning, and charitable planning.
Who they serve
Executives, entrepreneurs, established professionals, and private equity investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 472 | $373M |
| High Net Worth Individuals | 496 | $2.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $143k |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $2,000,000 | 0.80% |
| Assets over $3,000,000 | 0.60% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SFMG WEALTH ADVISORS 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.