Updated November 28, 2023
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SWMG, LLC

Investment Advisor Firm
Total assets under management$196M
Years in business5+

About SWMG, LLC

In downtown Fort Worth, Texas, SWMG is an independent financial planning and investment management firm specializing in serving high-net-worth clients and business owners. With a focus on creating lifelong and multi-generational relationships, the company aims to provide the best client experience in the industry.

At SWMG, unbiased and sophisticated advice is at the core of their approach. They believe in offering comprehensive planning that covers all aspects of their clients' lives. By understanding their client's financial goals and objectives, they provide options and strategies to help them achieve financial freedom and enjoy life.

As one of the country's leading independent wealth management groups, SWMG is a fee-based firm with expertise in retirement planning, estate planning, and investment management. What sets them apart from many competitors is their commitment to serving as fiduciaries for their clients without conflicts of interest or proprietary products.

The company's dedication to excellence has been recognized through various accolades. SWMG has been honored as a 5-Star Wealth Manager for four consecutive years and featured in "Faces of Fort Worth" in Fort Worth Magazine for 2018 and 2019. With a client-centric approach, SWMG prioritizes putting clients first and takes pleasure in serving them.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Estate Planning
  3. Investment Management

More about SWMG, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1666886

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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