Advisor at ANCAP Financial
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I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter.
I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way.
My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.
Flat: 10000
All new clients are charged a $10,000 fee regardless of portfolio size or AUM. Business owner clients may be quoted higher fees.
AnCap Financial, LLC
2023 - Present (3 years)
Ameriprise FInancial Services, LLC
2020 - 2023 (3 years)
Houston Methodist
2020 - 2020 (1 year)
BERGflow, LLC
2019 - 2020 (1 year)
Northwestern Mutual
2018 - 2019 (1 year)
Texas A&M University
2017 - 2019 (2 years)
Blinn College
2016 - 2017 (1 year)
Friendswood High School
2012 - 2016 (4 years)
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