Fee-only adviser · Dallas, TX
Tolleson Private Wealth Management
Tolleson Private Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dallas, Texas. On its latest Form ADV, filed September 10, 2026, it reports $9.3B in regulatory assets under management, 201 individual clients and 73 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 111838 · SEC file 801-57641 |
| Office | 5500 Preston Road Suite 250 Dallas, TX 75205 |
| Phone | (214) 252-3250 |
| Website | www.tollesonwealth.com |
| Regulatory assets under management | $9.3B ($9.1B discretionary) |
| Individual clients | 0 non-high-net-worth, 201 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 93 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Dallas
- Coppell Advisory Solutions LLC $1.1B
- Integrated Advisors Network LLC $5.5B
- Apeiron $852M
- True North Advisors, LLC $5.4B
- Beaird Harris $2.3B
- McElhenny Sheffield Capital Management, LLC $663M
See all 151 fee-only advisers in Dallas →
Nearby
- Addison 4 firms
- Richardson 7 firms
- Las Colinas 1 firm
- Irving 2 firms
- Garland 2 firms
- Coppell 1 firm
- Carrollton 3 firms
- Plano 36 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Tolleson Private Wealth Management? Update this listing.