Wpwealth Llp

WPWealth LLP, formerly known as Whitley Penn Financial, LLP, is an SEC-registered investment adviser established in 2000. The firm offers investment advisory and consulting services to various clients, including individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. Services provided include discretionary and non-discretionary management, financial planning, and insurance-related services. WPWealth manages over $872 million in assets, with a focus on proper diversification and meeting client investment objectives. The firm charges fees based on assets under management, with separate fees for separately managed accounts and qualified retirement solutions. Clients are responsible for custodial fees and other expenses charged by service providers. WPWealth acts as a fiduciary, putting clients' interests first and avoiding conflicts of interest. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. WPWealth does not maintain custody of client funds, with Charles Schwab recommended as the qualified custodian. The firm exercises investment discretion based on clients' stated objectives and follows strict guidelines for trade execution. Clients receive regular performance reports and account statements. WPWealth has a Code of Ethics in place and provides detailed information on its financial condition and business practices.