Tekton Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Tekton Wealth Advisory Services offers investment management, financial planning, and consulting and implements client strategies largely by allocating assets to independent investment managers. The firm’s brochure describes services for individuals, trusts, and estates while emphasizing the selection and oversight of third‑party managers to carry out investment mandates.
Its investment process blends fundamental, technical, and cyclical analysis and seeks diversified exposure across mutual funds, ETFs, individual equities and bonds, and certain alternative vehicles; accounts may be managed on either a discretionary or non‑discretionary basis. TWAS also integrates planning workflows with a technology estate‑planning platform (Wealth.com) to support legacy and estate execution alongside ongoing portfolio monitoring.
Distinctive features highlighted in the brochure include an affiliation with an insurance agency (Tekton Wealth Insurance Services, LLC) and supervised persons who are licensed insurance agents offering commissionable products, which the firm discloses as a potential conflict of interest. The firm also notes practices that are uncommon for its peer group: formally selecting other advisers (subadvisers) to manage assets and offering non‑asset‑based billing options such as hourly and fixed ongoing planning arrangements, in addition to receiving operational and software support from custodial platforms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Medicare planning
General tax planning
Fee options
0.80% - 1.75% annually (negotiable based on portfolio size, composition, and services)
Certain supervised persons offer insurance products on a fully disclosed commission basis.
Financial planning and consulting fees calculated at $500 per hour.
Ongoing financial planning services offered for $100 to $500 per month with a minimum one-year commitment.
Fee-only: Financial/Estate Planning and Consulting fixed fees range from $2,500 to $20,000; Estate planning fees range from $750 to $5,000; Financial Planning Monthly Fee ranges from $100 to $500 per month.
Main office location
Tekton Wealth Advisors
213 W. Monroe Avenue, Suite F
Lowell AR 72745, United States
Number of offices
1
Most active in
Tekton Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · Arkansas
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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