Sfmg Wealth Advisors

SFMG Wealth Advisors is a registered investment advisor based in Plano, TX, with a branch office in Dallas. Established in 1992, the firm is owned by a team of managing directors and equity stakeholders. SFMG specializes in providing unbiased wealth management services for individuals and families, focusing on financial planning and investment management. As fiduciaries, they prioritize clients' best interests, offering custom services tailored to meet individual needs. Clients have discretion over implementation decisions and can accept or reject recommendations. The firm charges an annual wealth management fee based on a tiered structure depending on assets under management. SFMG manages approximately $2.06 billion in client assets, with a mix of discretionary and non-discretionary accounts. The firm does not charge performance-based fees or engage in side-by-side management. SFMG's investment strategies include a mix of traditional and alternative investments, with a focus on risk management and long-term goals. Clients are encouraged to review their portfolios quarterly and meet with advisors annually to ensure alignment with financial objectives. SFMG does not vote on client securities and does not have custody of client funds beyond fee deduction authorization. The firm has no disciplinary history and maintains a strong financial position to continue providing services.