Advisor Resource Council

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Total assets under management

$3,015,318,532

Total clients

11,397

11% high-net worth

Total advisors

of 123 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

141

Average account size

$264,571

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees for financial planning and consulting range from $50 to $15,000

Percentage

$0 - $499,999: 2.25% annually (Traditional Asset Management); 2.50% annually (Wrap Fee Program) $500,000 - $999,999: 2.25% annually (Traditional Asset Management); 2.50% annually (Wrap Fee Program) $1,000,000 - $1,999,999: 2.25% annually (Traditional Asset Management); 2.50% annually (Wrap Fee Program) $2,000,000 - $4,999,999: 2.25% annually (Traditional Asset Management); 2.50% annually (Wrap Fee Program) $5,000,000+: 2.25% annually (Traditional Asset Management); 2.50% annually (Wrap Fee Program)

Commissions

Certain IARs are registered representatives and may receive commissions for securities sales

Project-based

Hourly fees for financial planning and consulting services range from $100 to $500

Other

Account minimum: $10,000 Minimum fee: Flat annual fees up to $100,000 depending on asset level Fee-only: Hourly fees range from $100 to $500; flat fees range from $50 to $15,000 for financial planning and consulting

Disclosures

Main office location

Advisor Resource Council

15110 Dallas Parkway, Suite 500

Dallas TX 75248, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (972) 421-1360

Advisors at this firm

Drew S

Series 66

Dallas, TX

Advisor Resource Council

Brandon F

Series 63, Series 66

Clarksville, AR

Advisor Resource Council

Mark R

CFP®, Series 63

Napa, CA

Advisor Resource Council

David B

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Advisor Resource Council

Michael L

Series 65, Series 66

Dallas, TX

Advisor Resource Council

Thomas A

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Advisor Resource Council

David B

Series 63, Series 65

Dallas, TX

Advisor Resource Council

Brick P

Series 66

Palestine, TX

Advisor Resource Council

Allen K

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Samuel R

CFP®, Series 66

Allen, TX

Advisor Resource Council

Charles B

Series 63, Series 66

Dallas, TX

Advisor Resource Council

Shawn C

Series 65

Bixby, OK

Advisor Resource Council

Justin C

CFP®, Series 66

Oxford, MS

Advisor Resource Council

Brian K

Series 63, Series 65

Southlake, TX

Advisor Resource Council

John U

Series 66

Aledo, TX

Advisor Resource Council

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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.

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