A
Argent Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$172,406,000
Total clients
72
78% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
72
Average account size
$2,394,528
About
Argent Wealth Management, Inc. provides personalized, fee-only financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses; as of 12/31/2025 it reported 72 Core Advisory clients with $172.4 million in regulatory assets under management and $73.2 million in assets under advisement. Its services include development of financial goal and investment plans, implementation support, and periodic reporting to clients.
The firm emphasizes strategic asset allocation implemented primarily with passive, no-load mutual funds and exchange-traded funds, with periodic rebalancing and model-driven recommendations. Investment recommendations are delivered on a non‑discretionary basis—Argent implements trades only after client approval and typically operates under limited agent trading authority for accounts where clients have granted it.
What is distinctive about Argent relative to many independent peers is its primarily non‑discretionary asset base and the explicit inclusion of employer‑sponsored accounts as assets under advisement (accounts it advises on but cannot trade), a structure less common among independent advisers. The firm is strictly fee-only, does not accept commissions or sell financial products, adheres to CFP and NAPFA codes of ethics, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Income planning
General tax planning
Fee options
Flat financial planning fee as part of Core Advisory Service: $4,000/year initially, then $3,000/year after four quarters
$0 - $5 million: 0.25% annually $5 million - $10 million: 0.15% annually $10 million+: 0.10% annually
Financial Consulting Service: $300/hour for non-Core Advisory clients; $200/hour for Core Advisory clients seeking additional advice
Minimum fee: Flat financial planning fee of $4,000 per year for the first four full calendar quarters, then reduced to $3,000 per year Fee-only: Fee-only financial planning and investment management; no commissions or product sales
Main office location
Argent Wealth Management, Inc.
2251 Double Creek Dr, Suite 606
Round Rock TX 78664-3831, United States
Number of offices
1
Most active in
Argent Wealth Management, Inc. 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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