Azure Sky Financial Life Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,205,616
Total clients
17
35% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$894,448
About
Azure Sky Financial Life Planning, LLC provides values-based Financial Life Planning to individuals, couples, families and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. Investment management is delivered as part of those engagements and can include tailored portfolios using mutual funds, ETFs, individual securities, and access to third‑party (outside) managers.
The firm emphasizes integrating clients’ personal values into the investment process, offering socially conscious and Biblically Responsible Investing options alongside a mix of passive and active strategies informed by modern portfolio theory. Portfolios may be customized through direct security selection, manager allocations, or model portfolios, and the firm discusses digital assets and alternative investments while outlining their specific risks.
Azure Sky discloses an uncommon affiliation for a solo independent adviser: its principal is contracted as a financial planner for another advisory firm and the brochure describes procedures to address that potential conflict. The firm’s fee model is also atypical for its peer group — it generally does not rely on percentage‑of‑AUM billing but charges complexity‑based or project/annual Financial Life Planning fees with investment management included as a portion of that fee — and it reports managing roughly $7.8 million for a small client base of about ten clients.
Client services
Occupation focus
Demographic focus
Fee options
$0+: Up to $5,600 annually for Basic to Moderate Complexity Financial Life Planning $5,600 - $40,000: For Moderate to Complex Financial Life Planning $40,000 - Custom Quote: For Very Complex Financial Life Planning
Minimum fee: Financial Life Planning fees start at a minimum of $600 per annual engagement Fee-only: Fee-only compensation; does not accept commissions or sales-related compensation.
Main office location
Azure Sky Financial Life Planning, LLC
Burleson TX, United States
Number of offices
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
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")