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.
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 July 24, 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. 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.
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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