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Colby Van Sickler

Advisor at F3 Wealth Management, LLC

Updated today
F3 Wealth Management, LLC logo

Firm

F3 Wealth Management, LLC

Location

Arlington, TX

Credentials

Series 63, Series 65

Industry experience

22 years

About

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Client services

Based on F3 Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on F3 Wealth Management, LLC

Long-term care insurance Disability insurance Life insurance needs analysis

Fee options

Fixed

Financial planning standalone service fees range from $1,500 to $3,500 depending on complexity.

Commissions

Commission-based compensation may be received for the sale of insurance products.

Other

Account minimum: $25,000

Location

Arlington, TX

Most active in

Texas

Work history

F3 Wealth Management, LLC

2015 - Present (11 years)

Citadel Wealth Management LLC

2015 - 2018 (3 years)

Disclosures

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

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Warren C

Series 65

Dallas, TX

Global Fiduciary Partners

Retirement income strategy Cash flow / budgeting Roth conversion strategy Social Security optimization Medicare planning Government Employee Founder/Business Owner Mid-Career Professionals
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Anthony N

Series 65

Grand Prairie, TX

Lowercase Capital, LLC

Active portfolio management
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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