Ann Adair Connolly

CFP

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22 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

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Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

13215 Bee Cave Pkwy, Ste 150, Bldg A, Bee Cave, TX, 78738

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Ann has several outside business activities, including partial ownership in Poco Ranch, LLC (sheep farmer and bookkeeper, taking about 10-20% of her time), rental property (minimal time), Texas Heritage Homes, LLC (no time), Bartletts Inc, LLC (no time), and Hot to Trot, LLC (minimal time). One of the properties is investment-related.