Advisor at Strategic Financial Concepts, 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
Strategic Financial Concepts, llc
Location
Burnet, TX 78611
Credentials
Series 63, Series 66
Industry experience
13 years
Fixed fees may be negotiated based on estimated hours required; one-time planning setup fees range from $250 to $50,000.
$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%
Hourly fees up to $500 per hour, negotiable depending on scope and complexity.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $250 for ongoing planning services.
First State Bank of Burnet
2018 - 2019 (1 year)
Matthew McCracken
2017 - Present (9 years)
Investment Centers of America
2017 - 2017 (1 year)
Matthew B. McCracken
2005 - Present (21 years)
Lorentz Consulting LLC
2005 - 2022 (17 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.
CFP®, ChFC®, Series 66
Burnet, TX
Edward Jones
Series 66
Burnet, TX
Edward Jones
Series 63, Series 65
Horseshoe Bay, TX
Gqo Investment Advisors, Inc.
CFP®, ChFC®, Series 63, Series 65
Burnet, TX
A Sling & A Stone, Incorporated
Series 63, Series 65
San Antonio, TX
Dominion Portfolio Management, Inc.
Series 66
Horseshoe Bay, TX
Dominion Portfolio Management, Inc.
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