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Wealthnet
Wealthnet
A wealth management philosophy centered on your goals
Our client-centered philosophy ensures your long-term financial goals are met. We offer a high-touch, integrated approach using modern technology. Our team has guided investors in achieving robust gains with limited fluctuation – supported by our quantitative analysis and global economic insights.
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Ways we can help
This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.
How can I ensure income stability and maintain sufficient funds for short-term needs during retirement?
What strategies should I use to efficiently invest inherited wealth and plan for wealth transfer to the next generation?
How should I invest the proceeds from a business sale and diversify concentrated stock positions?
What are the best practices for achieving long-term growth while preserving wealth and minimizing tax liabilities?
How can I effectively rebuild and manage my finances after a divorce?
Our 360º wealth planning approach
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Vision Builder
One-on-one consultations to discuss your goals and set a solid foundation for your wealth strategy.
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Insight Analysis
We conduct a detailed review of your portfolio to identify gaps and strengths.
Design Advantage
We tailor your investment policies to reflect your unique needs.
Wealth Navigator
We provide ongoing portfolio management to ensure it aligns with your goals.
Progress Experience
We perform regular reviews and update you on your financial progress.
Our 360º wealth planning approach
Vision Builder
One-on-one consultations to discuss your goals and set a solid foundation for your wealth strategy.
Insight Analysis
We conduct a detailed review of your portfolio to identify gaps and strengths.
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Wealth Navigator
We provide ongoing portfolio management to ensure it aligns with your goals.
Design Advantage
We tailor your investment policies to reflect your unique needs.
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A team of trusted advisors: Committed to excellence and integrity
WHAT YOU GET:
TRANSPARENT PRICING
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Customized Financial Plan
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Fiduciary Financial Advisor
WE WILL NEVER:
Charge Hidden Fees
Recommend Cookie-Cutter Strategies
Hide Conflicts of Interest
Guiding Principles
VALUE-ORIENTED
Our approach focuses on delivering maximum value to our clients through personalized solutions that align with their aspirations, unique circumstances, and financial goals.
PORTFOLIO CONSTRUCTION
We construct diversified portfolios to weather various market conditions.
DISCIPLINED CAPITAL ALLOCATION
We manage your strategic investments with a focus on tax efficiency.
SELECTIVITY AND COST CONTROL
We conduct rigorous screening to ensure optimal investment choices.
LONG-TERM AFTER-TAX COMPOUNDS
We invest with a long-term outlook to maximize growth.
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Ways we can help
This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.
How can I ensure income stability and maintain sufficient funds for short-term needs during retirement?
What strategies should I use to efficiently invest inherited wealth and plan for wealth transfer to the next generation?
How should I invest the proceeds from a business sale and diversify concentrated stock positions?
What are the best practices for achieving long-term growth while preserving wealth and minimizing tax liabilities?
How can I effectively rebuild and manage my finances after a divorce?
Case Studies
OUR FEES
Our Fees vs. Industry Averages
We believe in transparent, fair pricing. Below is our advisory fee schedule compared with published industry averages for wealth management fees, as reported by SmartAsset (2024) and Kitces Research (2024).
Assets Under Management
Typical Industry Fee
Our Fee
$0 – $1,000,000
~1.25% – 1.50%
1.00%
$1,000,000 – $2,500,000
~1.00%
0.80%
$2,500,000 – $5,000,000
~0.75% – 1.00%
0.60%
$5,000,000 – $25,000,000
~0.50% – 0.75%
0.50%
$25,000,000 – $50,000,000
~0.25% – 0.50%
0.35%
Over $50,000,000
Often flat or negotiable
0.10%
Sources: SmartAsset 2024; Kitces Research 2024; NerdWallet 2024. Fees shown are typical ranges reported in industry surveys. Individual advisor fees vary. Our full advisory fee schedule is disclosed in our Form ADV Part 2A, available upon request.
Our Team
David Sargent
Certified Financial Planning Specialist
David is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Team at Farther. He specializes in retirement planning and assisting second generations plan for the wealth transition.
David graduated with a BA in Computer and Electrical Engineering from Texas A&M University and also holds his Series 7 and 66 licenses. He currently lives in Fort Worth, Texas with his wife and two sons.
Jeff Midgett
Client Experience Manager
Jeff is a Client Experience Manager at Farther, bringing a unique set of skills such as attention-to-detail, communication, and client services. He has been in the financial services industry for six years, previously working as a broker and client service associate at Charles Schwab and a client service manager at Goldman Sachs.
Jeff obtained a BS from North Carolina A&T State University, as well as an MBA from Southern Methodist University in Dallas, Texas.
Marissa Cortinas
Client Experience Associate
Marissa enjoys fostering meaningful relationships with clients and colleagues – ensuring clear communication and delivering tailored solutions to meet individual needs.
Marissa brings a strong foundation in the financial industry to her role as a client experience professional. Prior to joining Farther, she spent 3 years at Charles Schwab. Marissa holds a BA in Finance, as well as Series 7 and 63 certifications.
Marissa is based in Texas with her fiancé Jason and their chihuahua. In her free time, she enjoys cooking, attending concerts, and spending time with her family.
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Resources
Go Farther
*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.
A sophisticated wealth platform that makes your life simpler
Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.
- See your wealth in actionGet a holistic view of your finances, all in one place.
- Effortless to controlA simple dashboard allows you to make changes to your portfolio directly.
- Save time and hassleGet the answers you’re looking for at the click of a button.
The security of your assets is our top priority
Investments insured by SIPC up to $500K for each account
Your data is encrypted when stored and on the move- Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity
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