Advisor at Safe Future Wealth Partners 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
Safe Future Wealth Partners Llc
Location
Edgewood, TX
Credentials
Series 65
Industry experience
1 year
Commission-based compensation is earned for the sale of insurance products by licensed persons associated with Safe Future Wealth Partners and its affiliated insurance agency.
Account minimum: Client accounts managed by TPIAs may be subject to minimum investment requirements set by the TPIAs; Safe Future Wealth Partners itself does not specify a firm-wide minimum. Some recommended TPIAs charge nominal annual flat account fees (typically $35), but specific minimum asset amounts are determined by the TPIAs and not stated explicitly in this brochure. Minimum fee: Some recommended TPIAs charge a nominal annual flat account fee, typically $35 per account. Fee-only: Safe Future Wealth Partners receives a portion of fees paid to third-party investment advisers (TPIAs) for assets under management, typically up to 1.0% of assets under management, with total fees (including TPIA portion) not exceeding 1.50% annually.
Safe Future Wealth Partners LLC
2024 - Present (2 years)
Willis Knighton Health System
2017 - 2023 (6 years)
Trustlaw Associates
1997 - Present (29 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.
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.
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Emory, TX
Edward Jones
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Canton, TX
Edward Jones
CFP®, Series 66
Emory, TX
Edward Jones
Series 66
Wills Point, TX
Edward Jones
Series 66
Canton, TX
Dominion Portfolio Management, Inc.
Series 63, Series 66
Alba, TX
Momentum Independent Network Inc.
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