Texas First Wealth Management provides financial planning, college planning, and connects clients with third-party investment managers. Financial planning covers areas like setting financial goals, managing cash flow, tax planning, insurance, investments, education funding, retirement, and legacy planning. The firm is fee-based and does not sell commissioned products, though its Managing Member is affiliated with an entity that sells financial insurance products.
Fee Structure
Texas First Wealth Management does not directly manage client investments. Instead, they connect clients with third-party money managers. The fees for these managers are based on a percentage of the assets they manage, but Texas First Wealth Management does not charge additional management fees for these services.