Oris Wealth Designs LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ORIS Wealth Designs LLC provides discretionary investment management and financial planning to individuals (including high-net-worth), trusts, and estates. The firm offers standalone financial plans or planning bundled with advisory services and reported $2,000,000 in discretionary assets under management as of December 31, 2024.
Portfolios are constructed and monitored based on each client’s stated objectives, risk tolerance, and financial circumstances, with the firm able to exercise limited discretionary trading authority and to recommend or retain independent third‑party managers. Financial planning work includes broad areas such as retirement and estate planning and may include analysis of home equity conversion mortgages (HECMs), with HECM transactions referred to third‑party providers from whom the firm reports receiving no compensation.
Compared with many investment managers, the firm operates at a small scale and discloses several less‑common activities: a firm principal is licensed to sell insurance and the firm may recommend insurance products for which commission compensation is possible, and the adviser receives a portion of fees when delegating assets to third‑party managers. The firm also participates in institutional custodian programs and related custodial services that provide operational and research support to the adviser.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Wealth management
Retirement income strategy
Fee options
Financial planning fees range from $1,500 to $6,000, fixed fee, negotiated.
$50,000 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75%
Advisory professionals may receive commissions for insurance product sales.
Account minimum: $250,000
Main office location
Oris Wealth Designs LLC
Southlake TX, United States
Number of offices
1
Most active in
Oris Wealth Designs LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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