Byron Arnold is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Beaumont, TX, with 13 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4 Acadiana Court, Beaumont, TX, 77706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Byron is a Client Service Manager at Trioak Financial Group, dedicating full-time hours to assisting with clients, portfolios, and research. Byron also serves as President/Owner of EDLA, Inc. DBA Trioak Financial Group, spending about 10-20% of his time managing employees, payroll, and taxes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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