Fee-only adviser · Addison, TX
Tradespro LLC
Tradespro LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Addison, Texas. On its latest Form ADV, filed March 22, 2026, it reports $158K in regulatory assets under management and 1 employee who gives 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 | State-registered: Texas |
|---|---|
| Firm CRD number | 336150 |
| Office | 3939 Belt Line RD Ste 575A Addison, TX 75001 |
| Phone | (972) 338-5294 |
| Website | tradespro.net |
| Regulatory assets under management | $158K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 22, 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.
- 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 Addison
- Provident Financial Planning, LLC $174M
- Family Freedom Wealth Management, LLC $2K
- Prime Sentry Wealth Management LLC $51K
See all 4 fee-only advisers in Addison →
Nearby
- Richardson 7 firms
- Carrollton 3 firms
- Plano 36 firms
- Irving 2 firms
- Dallas 151 firms
- Coppell 1 firm
- Lewisville 2 firms
- The Colony 1 firm
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