Act Wealth Management, LLC

Act Wealth Management, LLC (CRD# 155131) is a financial advisory firm headquartered in Plano, TX. They manage $184,910,863 in 302 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $612,288
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NC, NH, NV, TX, VA

Financial Advisors at Act Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brennan G. Cross
CRD#: 2634716
7160 Dallas Parkway, Suite 230, Plano, TX 75024
93
Wealthminder
score

Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 22 years of experience in the finance industry.

2
Raymon B. Tanner
CRD#: 2402004
7160 Dallas Parkway, Suite 230, Plano, TX 75024
93
Wealthminder
score

Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 23 years of experience in the finance industry.

3
Susan K. Monaghan
CRD#: 6559610
7160 Dallas Parkway, Suite 230, Plano, TX 75024
87
Wealthminder
score

Susan Monaghan (CRD# 6559610) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 2 years of experience in the finance industry.

4
Daniel E. Archer
CRD#: 2762084
7160 Dallas Parkway, Suite 230, Plano, TX 75024
86
Wealthminder
score

Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 21 years of experience in the finance industry. Daniel Archer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.