Advisor at Astra Wealth Management Group
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Firm
Astra Wealth Management Group
Location
Plano, TX 75024
Credentials
Series 66
Industry experience
10 years
Owen Mccabe is a financial advisor at Astra Wealth Management Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC. Astra Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to develop tailored portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.
Based on Astra Wealth Management Group
Based on Astra Wealth Management Group
Astra STARs financial consulting services initial fee $99; ongoing subscription fees $59.99 or $99.99 per month
Certain advisory persons earn commissions from insurance sales through affiliated insurance agency; some advisory persons earn commissions as registered representatives of a broker-dealer for commissionable securities transactions
Financial planning services hourly rate up to $750 per hour; Retirement plan advisory services hourly rate up to $750 per hour
Astra STARs subscription service $59.99 or $99.99 per month
Account minimum: $100,000 Fee-only: Financial planning services hourly rate up to $750 per hour; Retirement plan advisory services hourly rate up to $750 per hour or percentage of plan assets up to 1.00% annually; Astra STARs subscription service $59.99 or $99.99 per month
5700 Granite Parkway, Suite 330
Plano, TX 75024
Texas
Tyche Wealth Partners LLC DBA Astra Wealth Management Group
2023 - Present (3 years)
Wells Fargo Advisors
2019 - 2023 (4 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Advisors, LLc
2015 - 2016 (1 year)
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
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