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ComposedPro Wealth 

Experience a client-first, technology-driven approach to wealth management.
Our in-house CFP®s and CPAs provide comprehensive planning to high-net-worth clients in Austin, San Antonio, Houston, and Dallas.

Boutique Wealth Management

We compete head-to-head with major firms—on performance, cost, and service—but with one major difference: you’re never just a number here.  And we can prove it. From transparent fees to responsive, white-glove service, everything we do is built around your success.
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ComposedPro
Wealth

Clients Per
Staff²
Clients Per
Advisor³
Assets Managed Per Client⁴
Net Worth Per Client⁵

26

51

$0.5M

$1.6M

Top 3
Advisor Firms¹

292

531

$0.4M

Data not public

We don't just win on client  experience.   
We also win on cost.
Forest Road
Planning
Retirement

A custom wealth management plan tailored to your unique financial goals, powered by best-in-class financial planning software and decades of advisory experience.

With an in-house CPA and trusted relationships with estate planning attorneys, our estate plans are structured to maximize the value passed to your heirs. Our coordinated approach simplifies the complex and helps protect what you've built—for generations to come.

Legacy
Planning

Education Funding Strategy - we will help to ensure your loved ones' educational futures are on track.

Insurance Planning - assisting with Irrevocable Life Insurance Trusts (ILITs), term life, or umbrella policies to safeguard your wealth and minimize risk.

Planning
Other Plannning
Management
Alt Invest

Exclusive access to a curated selection of alternative investments for Accredited Investors—including private equity, credit, and real estate. These private investment opportunities are powerful tools to diversify your portfolio, enhance long-term returns, and reduce correlation with traditional markets.

Management
Active Invest

We have constructed an active strategy that includes a digital asset twist on the legendary portfolio. We then overweight selected asset categories to take advantage of varying market conditions. 

We call it:
The Active DigitAll Weather Portfolio™.

Management
Passive Invest

Our base retirement portfolios use passive management and focus on the lowering FEES and TAXES to maximize long-term return.

Our other passive portfolios include:

Advice
Outside Accounts

As part of your comprehensive wealth strategy, we provide recommendations for your employer-sponsored accounts—including 401(k)s, 403(b)s, and similar plans—at no additional cost. This ensures your entire portfolio, not just the assets we manage directly, is working toward your long-term goals.

Advice
Career / Business

Our founder's unique career path, from Managing Partner of a private jet company to CFO of a franchise system with 140 locations in North America, brings a valuable perspective to clients navigating both business growth and executive career decisions.

Advice
Executive Comp

Along the way, our founder has encountered and become familiar with all types of deferred compensation agreements. We can help you evaluate the key economic factors in your agreement, from both an employer and employee perspective.

¹The top 3 advisors listed in Barron's 2024 Top 100 RIA Firms. "2024 Top RIA Firms".  Barron's.  https://www.barrons.com/advisor/report/top-financial-advisors/ria.  Accessed May 15, 2025.   
²Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total staff in 5.A. "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
³Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total employees performing advisory functions in 5.B.(1). "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁴Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total Amount of Regulatory Assets under Management in 5.D.(3) divided by the total clients listed in 5.D.(1). "Investment Advisor Public Disclosure".  US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁵Not available for 'Top 3 Advisors'.  ComposedPro Wealth's internally calculated based on aggregated and other client-reported assets.
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