Normaltown Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,084,453
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$216,891
About
The firm provides investment advisory and wealth management services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary portfolio management, comprehensive financial planning, and allocation advice for accounts held elsewhere. It charges fees based on assets under management and manages client portfolios directly.
Its investment approach is generally long‑term focused, typically building diversified portfolios with ETFs and low‑cost mutual funds while also using fundamental, technical, cyclical and charting analysis and, when appropriate, individual stocks or unaffiliated managers. The firm conducts ongoing monitoring with formal reviews at least annually and offers tailored recommendations for aligning held‑away retirement or employer plan accounts, with clients responsible for implementing those changes.
Noteworthy aspects include an affiliation as a licensed insurance agency, where the firm’s principal may sell insurance products for commission in addition to providing advisory services, a disclosed conflict of interest; the principal also operates a separate real estate holding entity. The practice is a recently established, small advisory business managing roughly $1.08 million for a very small client roster and participates on an institutional custody platform that provides technology and support to the firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Fee options
Fixed fees range from $1,000 to $7,500; $100 per quarter retainer fee for Held-Away Account allocation advice
$0 - $250,000: 0.99% annually $250,001 - $500,000: 0.95% annually $500,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
$150 to $400 per hour
Held-Away Account allocation advice charged at $100 per quarter, billed quarterly in advance
Account minimum: $50,000 Fee-only: Hourly fees range from $150 to $400 per hour; Fixed fees range from $1,000 to $7,500
Main office location
Normaltown Financial LLC
801 East Fern Avenue, Suite 109
Mcallen TX 78501, United States
Number of offices
1
Most active in
Normaltown Financial LLC 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.
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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.
Forms ADV
Quick links
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