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- Custodian
- Assetmark · Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- Meridian vertex
- Established Date
- 03-14-2008
- Office Locations
- 1
Office Locations
About Estes Financial Services, Inc.
Estes Financial Services, Inc. is a Fort Worth, TX advisory firm serving retail investors, including business owners and entrepreneurs. The team provides financial planning, retirement planning, tax and estate planning coordination, portfolio construction, and ongoing asset management, alongside insurance and life insurance solutions. Portfolios emphasize asset allocation and risk management using vehicles such as mutual funds and ETFs, with custodial relationships that include Charles Schwab and Altruist.
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Owner & Executives
RICHARD TIMOTHY ESTES
Chief Executive Officer, Investment Advisor
- CRD
- #2183211
- Ownership
- Less than 5%
BRITTA ILENE Reyes
Chief Compliance Officer, President
- CRD
- #4858075
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,774,647 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,774,647 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,774,647
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,295,660,770 | 43.5% |
| Public Funds | $2,052,901,241 | 38.9% |
| Cash | $928,819,070 | 17.6% |
| Total | $5,277,381,081 | 100.0% |