Tradespro LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$158,000
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$31,600
About
TradesPro LLC is an independent registered investment adviser that serves a small client base comprised mainly of high-net-worth individuals, retirement accounts, small businesses, and occasional institutional or professional consulting clients; the firm does not focus on standard retail (non‑HNW) individual clients. Its services include financial planning and onboarding, ongoing portfolio management for both core and tactical mandates, project-based trade structuring, and educational offerings.
The firm’s investment approach is primarily technical and quantitative, employing charting, market-structure and options-flow analysis, volatility modeling, and other signal-driven methods to inform allocations and trade design. TradesPro offers both discretionary and non‑discretionary management and explicitly incorporates market‑timing techniques into its tactical strategies and bespoke trade-structuring engagements, and it makes performance‑based fee arrangements available to qualified clients.
TradesPro is notable among independent advisers for combining active, tactical trading and market‑timing work with subscription publications and periodic newsletters plus seminars and workshops, and for offering project-based consulting and advanced modeling for external professionals. It operates with a very small number of client relationships and modest discretionary assets under management, so its mix of market‑timing, performance‑fee arrangements, subscription research, and institutional-style consulting distinguishes it from typical peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Active portfolio management
Options & derivatives strategies
Retirement income strategy
Income planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Initial consultation $250 flat fee; onboarding fee $250 base plus $125 per account; project-based financial planning fixed fees negotiated per project; seminars and speaking engagements $2,000 per day.
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually
$250 per hour billed in 15-minute increments for consulting and educational sessions.
15% of net profits on non-retirement accounts for qualified clients, calculated quarterly with high-water mark.
Subscription-based publications at $50 or $100 per month, billed monthly in advance.
Fee-only: Consulting and financial planning services billed hourly or project-based; hourly consulting at $250/hour; project-based financial planning fees negotiated per project; initial consultation $250 flat fee; onboarding fee $250 base plus $125 per account; publications subscription $50 or $100 per month; educational sessions $250 per hour (max $1,000 per session); seminars and speaking engagements $2,000 per day.
Main office location
Tradespro LLC
3939 Belt Line Rd, Ste 575 A
Addison TX 75001, United States
Number of offices
1
Most active in
Tradespro 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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