Adam Warren is a CFP-designated registered investment advisor at Colefp, based in Belton, TX, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 75 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
All fees are negotiable at the sole discretion of the advisor. Preferred minimum account size is $500,000.
Fee Estimator
Location
Belton, TX
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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 →Employment History
Current Registrations
Colefp
Previous Registrations
Destiny Capital Corporation
Briaud Financial Advisors
State Registrations4 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
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