Tekton Wealth Advisors

Overview

Tekton Wealth Advisors is a privately owned limited liability company that combines advisory services with insurance brokerage. The firm positions itself as a capital allocator, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, and it also provides manager selection services. Compensation options listed include a percentage-of-AUM fee schedule alongside hourly and fixed-fee arrangements, suggesting flexibility for different client engagements. Tekton handles insurance distribution in addition to investment advice and reports no active ESG investing program. The firm is structured with individual ownership and is not described as multi-state or newly formed. It does not identify itself as a pension consultant or a related adviser to another registered firm. An industry affiliation with an insurance company is noted, which aligns with its broker activity.

Investments & Alternatives

Location & Offices