Bannerman Wealth

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Client assets under management

$174,562,744

Clients

163

39% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,070,937

About

Bannerman Wealth Management Group provides discretionary investment management, comprehensive financial planning, and pension consulting to individuals, high‑net‑worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. Its financial planning service set is integrated into ongoing advisory relationships and covers items such as retirement projections, cash‑flow and debt management, business planning, college savings, tax considerations, insurance review, and estate planning.

The firm follows modern portfolio theory and the efficient market hypothesis and generally implements a passive, buy‑and‑hold approach using model portfolios built around Dimensional Fund Advisors (DFA) funds as the core allocations. Bannerman manages all discretionary assets reported (approximately $176.6 million), documents client objectives in individualized investment policy statements, and monitors accounts on an ongoing basis with formal reviews at least annually.

The brochure discloses an affiliation with a related licensed insurance agency through which firm personnel may receive commissions for insurance sales and notes the related business is limited to fewer than five hours per month for the principal owner; clients are not required to use that agency. The firm also discloses a co‑ownership interest in a podcast company and a co‑hosting role on a public financial podcast (reported at about 10–15 hours per month), indicates use of Charles Schwab as the required qualified custodian with access to Schwab‑provided services, and publicly advertises third‑party ratings—combinations of features that are less common among similarly sized supported advisers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

$400 monthly flat fee for accounts under $750,000, increasing 5% annually; $2,500 minimum quarterly fee for accounts $750,000 or more

Percentage

$0 - Less than $750,000: 0.30% - 1.00% annually (negotiated asset-based fee) plus a $400 monthly flat fee $750,000+: 0.30% - 1.00% annually (negotiated asset-based fee), charged at the greater of asset-based fee or $2,500 per quarter minimum fee

Other

Minimum fee: Minimum asset-based fee of $600 per quarter for accounts under $750,000; Minimum Quarterly Fee of $2,500 per quarter for accounts $750,000 or more Fee-only: Asset-based fees with negotiated rates from 0.30% to 1.00% annually plus flat fees as described; no commissions accepted

Main office location

Bannerman Wealth

2560 King Arthur Blvd, Suite 124 46

Lewisville TX 75056, United States

Number of offices

Most active in

Arizona · California · Florida · Illinois · Massachusetts · Michigan · New Hampshire · New York · Ohio · Pennsylvania · Texas · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

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

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

Quick links

LinkedIn Facebook Instagram Website (214) 919-4448

Advisors at this firm

Joshua B

CFP®, Series 63

Lewisville, TX

Bannerman Wealth

Joshua Bannerman is a CFP® with 26 years of industry experience, currently serving at Bannerman Wealth in Lewisville, TX. He has held roles at firms including Verios Advisory Group and Cambridge Investment Research and is co-owner and co-host of the Stacking Benjamins podcast. Outside of finance, he works as a football official on a part-time basis. Bannerman Wealth Management Group provides discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, businesses, and charitable organizations. The firm employs a passive, academically informed investment approach centered on diversified, buy-and-hold portfolios aligned with client risk profiles.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Jacquelyn G

CFP®

Cypress, TX

Bannerman Wealth

Jacquelyn Girling is a CFP® professional with five years of industry experience, currently serving at Bannerman Wealth since 2019. Her prior experience includes roles at Westwood Wealth Management and HFG Wealth Management. Outside of her advisory work, she is involved in co-owning a podcast business. Bannerman Wealth Management Group provides discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm follows a passive investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on diversified, buy-and-hold portfolios tailored to client risk profiles.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Anna A

CFP®, Series 65

Glenmoore, PA

Bannerman Wealth

Anna Allem is a CFP® with six years of industry experience, currently serving as a financial advisor at Bannerman Wealth since 2022. Her prior roles include positions at Cooper Financial Group and MassMutual. Outside of her advisory work, she has been involved with The Arc of Chester County since 2018. Bannerman Wealth Management Group provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, businesses, and charitable organizations. The firm employs a passive, academically informed investment approach based on Modern Portfolio Theory and constructs diversified portfolios tailored to client risk profiles.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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