Financial Advisors
Southlake, TX
ReDefined Wealth Advisors is an independent fiduciary financial advisory firm in Southlake serving over 1,000 clients with comprehensive financial planning, investment management, and wealth strategies. Led by seasoned advisors with 18+ years of experience, they offer personalized financial assessments, risk analysis, tax-efficient investing, portfolio management, and retirement planning tailored to each client's goals and risk tolerance. The firm prioritizes transparency, with no hidden fees and a commitment to acting in clients' best interests under fiduciary standards.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, investors wanting tax-efficient strategies, clients seeking fiduciary-standard advice, individuals with varied account sizes
Service area: Southlake, TX and surrounding Dallas-Fort Worth communities
Independent Fiduciary Standard: ReDefined Wealth Advisors operates under fiduciary standards, legally obligated to act in clients' best interests with full disclosure of any conflicts of interest.
Transparent, Fee-Based Structure: No hidden fees with clear AUM-based pricing or flat consulting fees outlined in client agreements; no minimum investment requirement regardless of account size.
Comprehensive Planning Approach: Beyond investment management, they provide retirement planning, income planning, tax-efficient strategies, risk mitigation, and ongoing portfolio monitoring through a secure online portal.
Address: 530 E Southlake Blvd Suite 180, Southlake, TX 76092
Phone: (682) 719-4108
Website: redefinedwealth.com
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