RTB Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 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
The firm provides investment advisory and comprehensive wealth management to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering discretionary portfolio management, financial planning and stand‑alone planning engagements. It also provides retirement‑plan advisory services and acts in a fiduciary capacity for ERISA plans.
The investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from low‑cost mutual funds and ETFs and, where appropriate, individual stocks, bonds, alternative investments and specialty products such as buffered and leveraged ETFs. The firm may implement strategies through unaffiliated independent managers, conducts ongoing monitoring and periodic reviews, and allows clients to place reasonable investment restrictions.
Noteworthy distinctions include an affiliation with an insurance agency whose licensed advisory personnel may receive commissions for insurance sales—a disclosed conflict of interest—and an emphasis on pension consulting and 3(21) retirement‑plan services (vendor analysis, IPS design, benchmarking, participant education and ERISA 404(c) assistance), which is uncommon for firms of this type. The firm is newly formed with no reported client assets as of the most recent filing, discloses other non‑advisory activities (insurance sales, a rental property entity and published works), and maintains institutional relationships with custodians (Charles Schwab and Altruist) that provide operational support.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Retirement income strategy
Fee options
Fixed financial planning fees up to $3,000 per engagement
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Commissions earned from insurance sales by affiliated insurance professionals; separate from advisory fees
Up to $500 per hour
Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $3,000 per engagement
Main office location
RTB Wealth Advisors, LLC
7300 State Hwy 121, Suite 300
Mckinney TX 75070, United States
Number of offices
1
Most active in
RTB Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · 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.
-
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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