Owen Stewart is a CFP-designated registered investment advisor at Ataroke Wealth, based in Mckinney, TX, with 9 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 8 clients with $1.5M 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 | 0.50% |
Fee Estimator
Contact
Owen Stewart
Location
3109 Gillespie Rd., Mckinney, TX, 75072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Owen is an investment adviser representative of Macro Wealth Advisors, Inc., dedicating about 10% of his time. He is also Head of Financial Advice for Parthean, a financial technology software company (taking about half of Owen's time), and an investment advisor representative and sole shareholder for Ataroke Wealth LLC (spending about a quarter of his time).
Employment History
Current Registrations
Ataroke Wealth
Macro Wealth Advisors, INC.
State Registrations2 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.
Exams
Additional Information
Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.