Outlier Financial Partners, LLC

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Client assets under management

$24,576,291

Clients

126

12% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$195,050

About

Outlier Financial Partners, LLC works with individuals, families, and businesses to provide ongoing discretionary wealth management and financial planning. The firm reports approximately $23.78 million in discretionary assets under management (as of December 31, 2025) and offers portfolio management alongside a subscription-based financial planning service.

Its investment process emphasizes tailored, active management using fundamental analysis, diversification, and drift-based rebalancing, with a stated preference for low-cost, no-load funds and an absence of performance-based fees. Financial planning is offered through an income-based monthly subscription with stated minimum and maximum charges, while wealth management fees are billed on a progressive percentage-of-AUM schedule and deducted through custodians such as Altruist or Betterment.

The brochure discloses relationships that set the firm apart from many peers: the founders are also registered with another advisory firm, Owen Financial Planning, LLC (Item 10), and one principal maintains full-time employment as a mortgage loan originator and branch manager, noted in the biographies. Those affiliations, together with the firm’s blended subscription-plus-AUM fee model and small, recently launched advisory team, are distinctive features prospective clients may want to consider when evaluating potential conflicts of interest and service capacity.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Young Families Approaching retirement

Fee options

Percentage

$0 - $100,000: 1.8% $100,001 - $200,000: 1.7% $200,001 - $300,000: 1.6% $300,001 - $400,000: 1.5% $400,001 - $500,000: 1.4% $500,001 - $600,000: 1.3% $600,001 - $700,000: 1.2% $700,001 - $800,000: 1.1% $800,001 - $900,000: 1.0% $900,001 - $1,000,000: 0.9% $1,000,000+: 0.8%

Subscriptions

Financial planning monthly subscription fee of 1.5% of gross annual household income divided by 12, minimum $100/month, maximum $300/month

Other

Minimum fee: Minimum monthly financial planning fee of $100 Fee-only: Financial planning monthly subscription fee of 1.5% of gross annual household income divided by 12, with a minimum of $100 and a maximum of $300 per month

Main office location

Outlier Financial Partners, LLC

133 W Concho Ave, Suite 207

San Angelo TX 76903, United States

Number of offices

Most active in

Texas

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Website 325-223-2800

Advisors at this firm

Levi C

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Levi Calhoun is a financial advisor with Outlier Financial Partners, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Geneva Financial, LLC since 2020 and previously held roles at LeaderOne Financial and Gateway Mortgage Group, LLC. He also works as a mortgage loan originator for Geneva Financial. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm emphasizes active management with fundamental analysis, diversification, and rebalancing, and offers a subscription-based financial planning service alongside portfolio management.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement

Nathan G

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Nathan Granzin is a financial advisor at Outlier Financial Partners, LLC in San Angelo, TX, with one year of industry experience. He holds the Series 65 designation and has worked as an automotive technician at Jim Bass Ford since 2012. Outlier Financial Partners serves individuals, families, and businesses by providing discretionary wealth management and financial planning, using an active management approach focused on fundamental analysis and diversification.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement

Justin O

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Justin Owen is a financial advisor at Outlier Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Owen Financial Planning, LLC since 2017, alongside prior roles at Goodyear Tire & Rubber Co and Jim Bass Ford. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm manages approximately $23.78 million in discretionary assets and offers an investment approach that emphasizes tailored, active management using fundamental analysis, diversification, and drift-based rebalancing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement

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