AssetBuilder Email Format

Financial ServicesTexas, United States11-50 Employees

AssetBuilder, Inc. is an SEC-registered investment advisor based in Allen, Texas, serving individuals and families throughout the Dallas–Fort Worth area and beyond. As a fee-only fiduciary, the firm emphasizes transparent, commission-free guidance in both investing and financial planning. It provides tailored portfolio management, retirement planning, comprehensive financial planning, tax-aware strategies, and estate planning designed to address each client's goals and circumstances. Its approach is evidence-based, drawing on tested research to construct diversified portfolios aimed at long-term growth and financial confidence. As fiduciaries, AssetBuilder is legally and ethically obligated to act in clients' best interests, with clear, straightforward advice and no commissions. The firm maintains a strong commitment to the local community, building long-term relationships with local families, professionals, and business owners.

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