Tanglewood Total Wealth Management

Financial Advisor in Houston, TX

Firm Info
Address: 1400 Post Oak Blvd Suite 800, Houston, TX 77056, USA
Phone: (713) 840-8880

Firm Size
Assets Under Management: $1.4 billion
# of Advisors: 8
# of Clients: 1,246
Client to Advisor Ratio: 156:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Tanglewood Total Wealth Management, Inc. Overview

Tanglewood Total Wealth Management, Inc. is a fee-only registered investment advisory firm, headquartered in Houston, TX. The firm has been in business since 1991, offering a range of services to their clients. As a fee-only firm, they do not receive commissions or other incentives for their advice, ensuring their advice is unbiased and in their clients' best interest. Tanglewood Total Wealth Management, Inc. specializes in investment advice only, providing financial planning and portfolio management services for individuals, small businesses, and businesses or institutional clients. Their services are tailored to the unique needs of their clients, and they work closely with them to develop customized solutions to help achieve their financial goals. The firm is known for its expertise in portfolio management, having successfully managed the investments of a diverse range of clients for over 30 years. Their investment approach is based on a comprehensive understanding of their clients' financial goals, time horizons, and risk tolerance, ensuring that each portfolio is built to meet their clients' specific needs. Overall, Tanglewood Total Wealth Management, Inc. has a long-standing reputation for providing reliable, unbiased, and personalized investment advice to their clients. Their expertise in financial planning and portfolio management, coupled with their commitment to putting their clients first, makes them a trusted partner for anyone seeking to achieve their financial goals.

, hourly rate, fixed fee, retainer fee, and performance-based fee. TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. offers a range of fee structures to accommodate the diverse needs of its clientele. The percentage of assets under management (AUM) fee is based on the amount of assets managed by the firm. This structure is commonly used for wealth management and financial planning services. Hourly rate fees are charged on a per-hour basis for consulting and advisory services. Fixed fees are charged for specific services or engagements, and the amount is predetermined and agreed upon before the work starts. Retainer fees are used for ongoing services and are due on a regular basis, such as monthly or annually. Performance-based fees are contingent upon meeting certain investment performance metrics, and typically apply to investment management services. TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. employs a comprehensive approach to its fee structures, ensuring that clients receive personalized service that is both affordable and effective.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, Tanglewood Total Wealth Management's Part 2 Brochure does not mention an investment minimum. Therefore, it is unclear what the minimum investment amount would be to work with this firm. Interested individuals should reach out to Tanglewood directly to inquire about their investment policies and minimums.

How This Office Can Help Houston, TX Residents

Tanglewood Total Wealth Management is a comprehensive financial management firm that assists clients in Houston, TX, in a variety of ways. One common issue clients in Houston may be facing is the high cost of living in the city. Tanglewood Total Wealth Management can work with clients to create a budgeting plan that helps them maximize their income and minimize expenses. This can include developing a long-term financial plan that takes into account retirement savings, college savings for children, and asset allocation. Another financial situation that some Houston residents may be facing is the impact of the oil industry on the local economy. Houston's economy is heavily reliant on the oil and gas industry, which can make it difficult for some individuals and families to plan for the future. Tanglewood Total Wealth Management can help clients diversify their investment portfolios and develop strategies that reduce the impact of economic volatility. By working with clients to identify and mitigate risk, Tanglewood Total Wealth Management help Houston residents build a more secure financial future.

To view the Minimum Investment and Fee Schedule for Tanglewood Total Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Tanglewood Total Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tanglewood Total Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1400 Post Oak Blvd Suite 800, Houston, TX 77056, USA
Phone (713) 840-8880
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Tanglewood Total Wealth Management, Inc. is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Louisiana
  • New Jersey
  • Oklahoma
  • Texas
  • Virginia

Disciplinary History

Tanglewood Total Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.