TSA Wealth Management

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Client assets under management

$351,226,031

Clients

262

48% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,340,557

About

TSA Wealth Management is an SEC‑registered advisory that provides discretionary portfolio management and related financial planning services to individuals (including high‑net‑worth clients), corporations, and charitable entities. The firm manages client accounts through tailored investment recommendations, written strategies, and managed account programs.

TSAWM designs portfolios around client objectives, time horizon, and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches as appropriate. Accounts are reviewed at least quarterly, the firm generally works with independent custodians, and it advises clients to consult tax professionals due to potential tax implications.

Compared with peers, TSAWM operates with a compact, CFP‑credentialed advisory team while overseeing a relatively large discretionary asset base (approximately $359 million), and it offers client educational seminars and workshops. The firm also discloses that some third‑party service providers used in servicing accounts incorporate artificial intelligence and machine learning, and it describes periodic due diligence steps it takes to address related data and security risks.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.40% annually $5,000,001 - $10,000,000: 0.30% annually $10,000,001+: 0.20% annually

Commissions

Insurance products sold by representatives may pay commissions, but advisory services fees are separate

Other

Account minimum: $500,000 (negotiable) Fee-only: Comprehensive single fee based on AUM including consulting services; no commissions on advisory fees

Main office location

TSA Wealth Management

5718 Westheimer Road, Suite 950

Houston TX 77057, United States

Number of offices

Most active in

Florida · Louisiana · New York · Texas

Disclosures

Business activities & affiliations

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.

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 Form ADV Part 3: Client Relationship

Quick links

Facebook X YouTube Website (713) 735-9217

Advisors at this firm

Jonathan S

CFP®, Series 66

Houston, TX

TSA Wealth Management

Jonathan Swanburg is a CFP® professional with 16 years of experience in financial advising. He currently works at TSA Wealth Management and has prior experience with Calton & Associates, Inc. and Tristar Advisors. Outside of his advisory role, he serves as president of FB LAX, a youth sports nonprofit based in Houston. TSA Wealth Management provides investment advisory and asset management services to individuals, high-net-worth clients, corporations, and charities. The firm combines tailored portfolio management with consulting services, managing approximately $300 million in discretionary assets through a three-advisor team.

Annuities

Crystal M

CFP®, Series 66

Houston, TX

TSA Wealth Management

Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her prior roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management provides investment advisory and asset management services to individuals, high-net-worth clients, corporations, and charities. The firm manages approximately $300 million in discretionary assets and offers tailored portfolio management and consulting through a small team of three advisors.

Annuities

Austin M

CFP®, Series 66

Houston, TX

TSA Wealth Management

Austin Marrs is a CFP® professional with 14 years of industry experience, currently serving as an advisor at TSA Wealth Management. His prior experience includes roles at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Marrs is also a licensed insurance agent involved in researching and presenting insurance products to clients. TSA Wealth Management provides investment advisory and asset management services to individuals, high-net-worth clients, corporations, and charities. The firm manages approximately $300 million in discretionary assets with a three-advisor team, offering tailored portfolio management and consulting that includes asset allocation, technical analysis, and flexible investment strategies.

Annuities

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