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Texas Elite Advisory, LLC  

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101 E. Park Blvd, Suite 600 - Plano, TX 75074
We work with individuals and clients. We help them craft their retirement plan.

Vern Bell - 214-227-8735  

President

Services
401-k Rollover Assistance
Financial Advisors - Asset Management
Financial Advisors - Stocks & Bonds
Financial Planning & Investment Advice
Retirement Planning & IRAs

Licenses
TX DOI 1188250 Series 65 Fiduciary

Insurance
E&O $1,000,000

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: Carefully avoid conflicts of interest. Series 65 Registered Investment Advisors are not allowed to take commissions. Check your "advisor's" business card. If it says "Registered Representative" anywhere on it, he or she does take commissions and 12B-1 fees.

Q: What is the most common type of project or service your company provides?
A: I craft retirement plans for individuals and families.

Q: In what ways is your company environmentally friendly?
A: This doesn't apply to my business.

Q: What would you like your customers to know about your company?
A: Texas Elite Advisory, LLC offers independent fiduciary responsibility. As a fee-only investment advisory firm, we do not sell financial products or receive commissions. Therefore, we are obligated to act in the best interest of our clients.

Q: What is your company best known for?
A: Personal service and integrity.

Q: What separates your company from the competition?
A: We are not beholden to any broker dealer or insurance company. Rather, we are truly independent. This enables us to tap the full range of products and strategies for our clients.

Q: Does your company offer a warranty or guarantee?
A: No. There are no guarantees with respect to investing in securities.

Q: Does your company offer discounts to senior citizens or veterans?
A: We typically waive our planning fee for seniors and vets.

Q: Tell us a little about your company.
A: Texas Elite Advisory, LLC is a fee-only state of Texas Registered Investment Advisory

Q: What forms of payment do you accept? (cash, check, credit cards, etc.)
A: We are a fee only advisory. As such, we do not accept commissions from any broker dealer. Our published fee is 2% of AUM per year. This fee is negotiable.

Project Gallery  
Vern Bell, President

Texas Elite Advisory, LLC is a fee-only State of Texas registered investment advisory. As such, we have a fiduciary obligation to our clients. We partner with Morningstar Investment Services to provide first-rate portfolio management and a full range of financial products to our client's managed portfolios. See www.barkwood.net for a Morningstar Investment Services brochure. Our company founder and President, Vern Bell, spent better than 30 years in the tech industry. And, most of our clients are mid-career technology professionals.
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Testimonials
How We Charge For Our Services
401-k Rollover Assistance
- 2.00 percent of assets under management
We are a fee only advisory. We charge 2% of AUM (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Financial Advisors - Asset Management
- 2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Financial Advisors - Stocks & Bonds
- 2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Financial Planning & Investment Advice
- 2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Retirement Planning & IRAs
- 1.25 to 2.00 percent of assets under management
- $150.00 to $200.00 fee only (hourly rate)
See ADV Part 2 Brochure - Section 5: http://texaseliteadvisory.com/assets/adv_part2_tea.pdf

Articles & Videos
The importance of aligned interest
This article and 2 minute video discusses the difference between a Registered Investment Advisor and a Broker Dealer.

* All information in this profile, including licensing, has been provided by Texas Elite Advisory, LLC. This information is not verified by ProMatcher.

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