Riverchase Wealth Management, LLC

Updated today

Find your advisor

Client assets under management

$251,356,133

Clients

169

54% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,487,314

About

Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and, notably, tax preparation and IRS representation services. The brochure states the firm implements written engagement agreements and requires clients to sign Investment Policy Statements that guide portfolio management.

The firm constructs client portfolios through documented investment policy statements, focusing on asset allocation, use of no-load/low-cost mutual funds and ETFs, and tax-conscious strategies such as asset location and tax-loss harvesting, while employing both strategic and tactical adjustments and ongoing monitoring. RWM provides client access to a secure web-based portal and delivers discretionary trading authority consistent with each client’s stated objectives and risk tolerance.

What is distinctive for a firm of this size is the integration of tax services with advisory work — the brochure specifically notes tax preparation and IRS representation are offered as separate engagements — and the firm’s role serving as a 3(21) or 3(38) fiduciary for employer plans when engaged. The firm also maintains a professional network that includes accountants (and discloses recommending accountants without receiving referral compensation), and it advertises third‑party ratings while directing clients to its CRD and the SEC’s adviserinfo site for additional information.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%

Other

Account minimum: $250,000 (may be waived based on client needs and complexity) Fee-only: Financial planning fees between $500 and $15,000, negotiable and based on complexity; may be waived if client engages investment management services.

Main office location

Riverchase Wealth Management, LLC

3419 Cross Timbers Road, Suite 105

Flower Mound TX 75028, United States

Number of offices

Most active in

Colorado · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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 X YouTube Website (972) 471-9013

Advisors at this firm

Albert D

CFP®, Series 63, Series 65

Flower Mound, TX

Riverchase Wealth Management, LLC

Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

Sean K

CFP®, Series 63

Flower Mound, TX

Riverchase Wealth Management, LLC

Sean Kelleher is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Riverchase Wealth Management, LLC. He previously worked at Kelleher Dean Tax Advisors, LLC for five years and has been associated with Riverchase Financial Planning, LLC since 2011. Riverchase Wealth Management advises individuals, trusts, estates, retirement plans, small businesses, and corporations, providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates tax preparation and IRS representation services alongside advisory offerings and manages portfolios with an emphasis on tax-efficient, lower-cost investment vehicles.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

Jaco J

CFP®, CFA®, ChFC®, Series 66

Upper St. Clair, PA

Riverchase Wealth Management, LLC

Jaco Jordaan is a financial advisor at Riverchase Wealth Management, LLC with 26 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Riverchase Wealth Management in 2024, he worked at Opus Financial Solutions LLC, Sanitas Wealth Management, LLC, and H.D. Vest Advisory Services. Riverchase Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm integrates tax preparation and IRS representation services alongside its advisory offerings and manages portfolios using diversified, tax-efficient strategies tailored to client objectives.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Founder/Business Owner Executive

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support