Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
177 clients
Average Client Portfolio
$569K average
Assets Under Management
$100.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Bezan is an officer (Treasurer) for the non-profit organization Cowtown Warriors, starting in 2019. This activity, which involves reconciliation of accounts, takes about 10-20% of his time.
Employment History
Current Registrations
Purewater Capital, LLC
October 2025 - Present · 5 mos
Previous Registrations
Raymond James & Associates, INC.
June 2018 - October 2025 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
April 2018 - October 2025 · 7 yrs 6 mos
State Registrations3 states
FLNETX
Advisor
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
No exam information available for this advisor.