Arcon Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,242,652
Clients
25
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,329,706
About
Arcon Wealth Management d/b/a Impact Investments is an independent, single‑advisor registered investment adviser managing roughly $33.2 million for about 25 clients. The firm provides discretionary portfolio management and financial planning, implementing portfolios with mutual funds, equities, fixed income, ETFs, third‑party managers, REITs and insurance products.
The firm documents client goals and risk tolerance in written Investment Policy Statements and typically manages accounts on a discretionary basis, emphasizing asset allocation as the primary determinant of portfolio returns. Its investment process combines long‑term trading with a mix of fundamental, technical, charting and cyclical analysis and describes a generally passive bias that frequently uses DFA mutual funds.
Notable distinctions include the principal’s licensed insurance activity and the brochure’s disclosure that the firm may recommend commissionable insurance products, a potential conflict that is disclosed to clients. The firm also has an unusual capital arrangement — a convertible note with a client that could convert to a minority (20%) ownership interest under specified conditions — and it regularly serves non‑individual clients such as corporations, trusts and charitable organizations, which is less common for solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General tax planning
Annuities
Fee options
Financial planning fixed fees between $0 and $5,000 (negotiable)
$1 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.00% Above $1,000,000+: Negotiable
$100 to $250 per hour for financial planning (negotiable)
Fee-only: Financial Planning Fees: Fixed fees $0 to $5,000; Hourly fees $100 to $250 per hour (both negotiable)
Main office location
Arcon Wealth Management
100 Ginger Court
Southlake TX 76092, United States
Number of offices
1
Most active in
Arcon Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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")