Debra Tagg is a CFP-designated registered investment advisor at Newedge Advisors, based in Dallas, TX, with 27 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
8144 Walnut Hill Lane, Suite 1120, Dallas, TX, 75231
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Debra is a board member for Communities Foundation of Texas and a trustee for Children's Health System of Texas, dedicating minimal time to each. She also serves as President of BFS Advisory Group LLC (full-time) and Brennan Financial Services (minimal time), and is a committee member for Hockaday School Investment Committee (minimal time). Finally, Debra is a licensed insurance agent selling annuities, disability, life, and long-term care insurance (a few hours per week).
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Bfs Advisory Group, LLC
Brennan Wealth Advisors, LLC
Fsc Securities Corporation
Brennan Wealth Advisors, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations25 states
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.