About ARGENT WEALTH ADVISORS, LLC
ARGENT WEALTH ADVISORS, LLC is a highly reputable financial advisory firm that specializes in providing personalized wealth management and financial planning services to individuals, families, and business owners. With a team of experienced and knowledgeable advisors, ARGENT WEALTH ADVISORS, LLC offers expert guidance and customized solutions to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized wealth management and financial planning services
- Provides expert guidance and customized solutions for clients’ financial goals
- Specializes in working with individuals, families, and business owners
- Has a team of experienced and knowledgeable advisors
Facts and Insights
ARGENT WEALTH ADVISORS, LLC has been in business for over 20 years, providing financial advisory services to clients across the United States. The firm currently manages assets worth over $1 billion and has a team of 20 financial advisors. With a strong commitment to client satisfaction, the firm has built a solid reputation for providing sound financial advice and helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 20 years |
Financial Services Offered
ARGENT WEALTH ADVISORS, LLC offers a wide range of financial services to help clients manage and grow their wealth, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm specializes in working with three primary client types:
- Individuals
- Families
- Business owners
Fees & Compensation
ARGENT WEALTH ADVISORS, LLC operates as a fee-only financial advisory firm, meaning they do not receive commissions or compensation from selling financial products. Instead, they charge clients a percentage of their assets under management as an ongoing fee. This fee structure aligns the firm’s interests with the clients’ interests, as the firm is motivated to grow and protect the clients’ assets.
Background
The founding partners of ARGENT WEALTH ADVISORS, LLC have decades of experience in the financial industry and have worked with a wide range of clients. They have a deep understanding of the complexities and nuances of financial planning and use their expertise to provide sound advice and effective solutions for clients.
Financial Advisor Disclosures to Know
As a highly reputable financial advisory firm, ARGENT WEALTH ADVISORS, LLC takes transparency and client trust seriously. As such, they disclose all potential conflicts of interest and any relevant disciplinary events through their Form ADV, which can be found on the Securities and Exchange Commission’s website.