Advisor at Springwater Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Springwater Advisors, LLC
Location
Corpus Christi, TX 78401
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Brent Holt is a Certified Financial Planner® with 18 years of industry experience. He is affiliated with Herndon Plant Oakley, Ltd. and has worked previously at Springwater Advisors, LLC and Oxbow Advisors, LLC. Outside of his advisory role, he serves as an independent life insurance agent and is involved with the London ISD Education Foundation, which raises funds to support local education. Herndon Plant Oakley Ltd. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm manages approximately $92.9 million in assets and employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis across various asset classes.
Based on Springwater Advisors, LLC
Based on Springwater Advisors, LLC
$1,000,001 - $5,000,000: 1.00% (Equity & Balanced) $5,000,001 - $15,000,000: 0.75% (Equity & Balanced) $15,000,001 - $50,000,000: 0.50% (Equity & Balanced) $1,000,000 - $5,000,000: 0.75% (Fixed Income - High Income Strategy) $5,000,001 - $15,000,000: 0.65% (Fixed Income - High Income Strategy) $15,000,001 - $50,000,000: 0.50% (Fixed Income - High Income Strategy) $1,000,000 - $15,000,000: 0.25% (Fixed Income - Conservative Strategy) $15,000,001 - $50,000,000: 0.15% (Fixed Income - Conservative Strategy)
Advisory representatives may receive commissions via affiliated broker-dealer on non-wrap accounts, mutual fund 12b-1 fees, insurance commissions, and brokerage commissions.
Account minimum: $1,000,000 Minimum fee: Financial and Estate Planning fees range from $1,000 to $20,000; Portfolio Consulting fees range from $20,000 to $80,000 annually Fee-only: Financial and Estate Planning fees and Portfolio Consulting fees are fixed fees, negotiated per client
800 North Shoreline Blvd., Suite 2200 South
Corpus Christi, TX 78401
Florida · Kansas · Texas
Springwater Advisors, LLC
2021 - Present (5 years)
Oxbow Advisors, LLC
2012 - 2023 (11 years)
Herndon Plant Oakley, Ltd
2011 - Present (15 years)
Herndon Plant Oakley Insurance Agency Lc
2008 - Present (18 years)
Herndon Plant Oakley Ltd
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")