Wykrent, Damon
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,630,185
Clients
23
57% 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
23
TypicalAverage account size
$1,331,747
About
The firm provides financial planning, asset management, asset-allocation advice and one-time or ongoing consultations to individuals, high net worth individuals, trusts, estates and charitable organizations. Offerings include comprehensive or modular written plans, ongoing planning engagements, and portfolio management delivered on a discretionary or non‑discretionary basis.
The firm’s investment approach emphasizes broad diversification informed by Modern Portfolio Theory, favoring mutual funds and ETFs over individual security selection and relying primarily on academic research rather than market timing or analyst stock picking. Portfolios are implemented using long‑ and short‑term purchase strategies and the firm creates a written investment policy tailored to each client’s objectives.
Noteworthy features include a concurrent consulting and expert‑witness practice operated through a separate LLC, with a significant portion of the advisor’s time devoted to those activities, which may affect capacity for advisory work. The brochure discloses $30.6 million in discretionary AUM across 23 clients—implying a relatively high average asset level per client—and a reliance on Charles Schwab for custody and technology services that the firm identifies as a potential source of conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Fee options
Fixed fees for financial plans and ongoing financial planning services, generally not exceeding $3,000
$0 - $500,000: 0.50% - 1.25% $500,001 - $1,000,000: 0.40% - 1.00% $1,000,001 - $3,000,000: 0.30% - 0.80% $3,000,001+: 0.25% - 0.50%
$150 per hour for financial plans, ongoing planning, consultations, and asset allocation
Minimum fee: $2,000 annual fee for asset management services, may be waived at discretion Fee-only: Fixed fees (generally not to exceed $3,000) and hourly fees ($150 per hour) for financial planning, consultations, and asset allocation services
Main office location
Wykrent, Damon
700 Parker Square, Suite 250
Flower Mound TX 75028, United States
Number of offices
1
Most active in
Wykrent, Damon 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
Quick links
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