$401.1K Total AUM
$401.1K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
-- Houston TX
About Texas Assured Financial Planning LLC
Texas Assured Financial Planning is a Texas-focused, fee-only financial planning and wealth management firm serving mid-career professionals, couples, and pre-retirees/retirees. The firm provides retirement projections, portfolio construction and risk management, and income tax planning, backed by CFP® and Enrolled Agent expertise. Client assets are custodied at Charles Schwab, with portfolios primarily ETF-based.
Team overview
-- AVG AGE
$401.1K AVG AUM / ADVISOR
$133.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS Anthony BERTI
Chief Compliance Officer, Owner
- CRD
- #7413728
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,075 | -- |
| Non-Discretionary | $0 | -- |
| Total | $401,075 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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