M.C. Byrd Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$273,986,671
Total clients
545
10% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
182
Average account size
$502,728
Client services
Fee options
Fixed fee financial plan starting at $1,000, negotiable depending on level and scope.
Up to 1.5% annually (negotiable fee, not to exceed 1.5%)
Certain IARs licensed to sell insurance products receive commissions; clients are not obligated to purchase.
Financial planning services at $250 per hour, negotiable based on complexity.
Fee-only: Fee-only basis for third-party asset managers, not to exceed 1.5% of assets under management annually.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
M.C. Byrd Wealth Management, LLC
18 N. Harris Street
Bellville TX 77418, United States
Number of offices
1
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")