Todd Volkman
Todd Volkman is a CFP-designated registered investment advisor at Volkman Wealth Management, LLC, based in Dallas, TX, with 31 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 60 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
4329 Glenaire Drive, Dallas, TX, 75229
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Todd is an independent licensed insurance agent. He also works as a wholesaler for Efficient Market Advisors, an investment management firm, dedicating minimal time to this role.
Employment History
Current Registrations
Volkman Wealth Management, LLC
Previous Registrations
Xo Wealth Management
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Dillon Gage Private Wealth Management, INC.
Dillon - Gage Securities, INC.Broker
Dillon - Gage Securities
Efficient Market Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Columbia Management Distributors, INC.Broker
Columbia Management Advisors, LLC
Bacap Distributors, LLC
Bacap Distributors, LLCBroker
Dreyfus Service CorporationBroker
Van Kampen Funds INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Seligman Advisors, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.