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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-11-2022
- Office Locations
- 1
Office Locations
About Decision Tree Advisor
Decision Tree Advisor is a Houston-based financial planning and advisory firm serving retail clients, including entrepreneurs, with goal-based plans designed to simplify complex decisions. The firm supports planning needs spanning tax, estate, insurance, and business-succession considerations, and implements portfolios primarily through public funds and ETFs with an asset-allocation and active-management lens, custodized at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $247.7K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID THOMAS BASS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2959394
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,981,759 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,981,759 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Decision Tree Advisor has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.