A complete list of active advisors currently associated with Eagan Ventures LLC
Warmer can help you find a great advisor at Eagan Ventures LLC or one who fits your needs even better.
Eagan Ventures provides financial planning services primarily to individual clients, offering comprehensive written financial plans, annual plan reviews, and separate hourly consultations on specific topics or securities. The firm states it does not provide ongoing discretionary asset management, does not recommend private placements, and clients implement plan recommendations themselves or through outside custodian relationships. The firm begins client engagements with a free initial consultation to gather objectives, financial information, and agree on the scope of services, then prepares a tailored written plan within an established timeframe. Eagan Ventures does not take custody or trading discretion over client assets, does not direct brokerage, and does not accept performance‑based fees. Compared with many firms in the investment-manager category, Eagan Ventures is notable for relying on fixed and hourly planning fees rather than percentage‑of‑assets‑under‑management billing and for not managing client assets or executing trades. It is a single‑principal, newly formed advisory firm whose principal brings prior corporate financial planning and performance experience, and the brochure discloses no disciplinary history or outside insurance sales activity.
To learn more about the advisors currently working at Eagan Ventures LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 5
|
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