Vineyard Family Wealth Advisors

Vineyard Family Wealth Advisors, established in January 2021 and based in Houston, TX, offers financial planning, consulting, and wealth management services. The firm, owned by Rodney E. James, manages $55,379,092 in assets on a discretionary basis as of December 31, 2024. Vineyard Family Wealth Advisors believes in stewardship and tailors its services to meet individual client needs. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and Independent Managers. Clients have discretion over decisions and can impose restrictions on account management. The firm uses Modern Portfolio Theory and fundamental analysis in its investment strategies, focusing on long-term investments. Clients are charged fees based on assets under management, with rates ranging from 0.40% to 1.00%. Vineyard Family Wealth Advisors recommends using Charles Schwab or TD Ameritrade for custody and brokerage services. The firm accepts proxy voting authority and has investment discretion over client accounts. Rodney E. James, the CEO and CCO, holds professional designations including CFP®, CTFA, and EA, with no disciplinary history or additional compensation arrangements disclosed. Clients receive regular account reviews and statements, and the firm does not provide compensation for client referrals. Vineyard Family Wealth Advisors' Code of Ethics ensures fair practices and compliance with securities laws.