Texas Assured Financial Planning LLC

Overview

Texas Assured Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-managed structure and offers a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — allowing flexibility for clients with different needs and engagement types. Investment activity is concentrated on publicly traded equities and exchange-traded products, with the firm favoring liquid, transparent vehicles that support straightforward portfolio construction and tax-aware implementation. The adviser is not an ESG-focused manager and does not present itself as a multi-state or pension consultant; its service model is tailored to a tight client roster and hands-on guidance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices