Tanglewood Legacy Advisors, LLC

Tanglewood Legacy Advisors, LLC (CRD# 127289) is a financial advisory firm headquartered in Houston, TX. They manage $107,200,000 in 136 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $788,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

TX

Financial Advisors at Tanglewood Legacy Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shannon J. Pike
CRD#: 3183278
One Riverway, Suite 1550, Houston, TX 77056
96
Wealthminder
score

Shannon Pike (CRD# 3183278) is an Investment Advisor Representative working at Tanglewood Legacy Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry. Shannon Pike 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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