Preston Vaught
Preston Vaught is a registered investment advisor at Tlwm Financial, based in San Antonio, TX, with 10 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,208 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Location
40 NE Loop 410, Suite 644, San Antonio, TX, 78216
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
Preston operates TLWM, LLC as a DBA for his LPL business and as a Registered Investment Advisor Hybrid, dedicating nearly full-time hours to these activities. He also sells non-variable insurance products including fixed life, fixed annuities, LTC, and disability insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Tlwm Financial
LPL Financial LLCBroker
Previous Registrations
S Harris Financial Group, LLC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.