Daniel Tarsha
Advisor at Texwealth
Updated today
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.
About
Daniel Tarsha is a CFP® with 15 years of experience in financial advising. He currently leads TexWealth, an independent firm, and previously worked at Strata Wealth Advisors, Fidelity Charitable, Northern Lights Distributors, and Balter Liquid Alternatives. TexWealth provides portfolio management and personalized financial planning for individual and high-net-worth clients, using a combination of charting, fundamental analysis, and modern portfolio theory to guide long-term trading and asset allocation. The firm manages discretionary portfolios across a variety of asset classes and employs planning projections to align client risk levels with their objectives.
Fee options
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Fee-only: Asset-based portfolio management fees withdrawn quarterly in advance, fees generally negotiable.
Location
Plano, TX
Most active in
Daniel T has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
TexWealth LLC
2024 - Present (2 years)
Strata Wealth Advisors, LLC
2018 - 2024 (6 years)
Fidelity Charitable
2016 - 2018 (2 years)
Northern Lights Distributors, LLC
2016 - 2016 (1 year)
Balter Liquid Alternatives, LLC
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David T
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Carlos L
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Jordan S
ChFC®
Richardson, TX
3:23 Financial Services LLC
Collin L
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Raju G
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Robert B
Series 63
Addison, TX
Prudent Money Financial Services
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