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Adnan Hamed

Advisor at Blue Aris

Updated today
Blue Aris logo

Firm

Blue Aris

Location

Spring, TX

Credentials

Series 65

Industry experience

4 years

About

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Client services

Based on Blue Aris

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Blue Aris

Retirement income strategy Income planning Wealth management General estate planning guidance Medicare planning

Occupation focus

Based on Blue Aris

Technology Professional Founder/Business Owner

Demographic focus

Based on Blue Aris

Values-based investing

Fee options

Fixed

Fixed monthly or annual fees based on client needs and complexity; one-time initial fixed fee for financial plan.

Project-based

Hourly fees range from $79.99 per hour for simple financial coaching to $300-$1000 per hour for consulting services depending on complexity.

Other

Fee-only: One-time initial fee between $900-$2000 based on complexity; ongoing monthly fee minimum $175 per month; fees depend on client needs, net income, complexity, and value added.

Location

Spring, TX

Most active in

Texas

Work history

Blue Aris Systems

2021 - Present (5 years)

Ibm

2017 - 2018 (1 year)

Blue Aris Systems

2016 - 2021 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement
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David C

Series 63, Series 65

The Woodlands, TX

Core Capital Management, LLC

Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Terrance E

CFP®, Series 63

Kingwood, TX

US 1st Wealth Management

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Stephanie D

Series 63

Kingwood, TX

Stephanie E. Doyle Investment Management

Passive / index investing
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Devang P

Series 65

Houston, TX

Rewbix

Active portfolio management Factor investing / smart beta
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Shaun T

Series 63, Series 66

Tomball, TX

Taylor Williams Private Wealth Management LLC

Wealth management
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