Tanglewood Total Wealth Management, Inc.

Tanglewood Total Wealth Management, Inc. (CRD# 107639) is a financial advisory firm headquartered in Houston, TX. They manage $871,364,324 in 1,045 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    871
    MILLION
  • Total Number of Accounts
    1,045
    ACCOUNTS
  • Average Account Value
    $833,841
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CO, LA, TX, VA

Financial Advisors at Tanglewood Total Wealth Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Keith A. Fenstad
CRD#: 2380515
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
96
Wealthminder
score

Keith Fenstad (CRD# 2380515) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 24 years of experience in the finance industry. Keith Fenstad 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.

2
Abigail C. Gunderson
CRD#: 3089575
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
96
Wealthminder
score

Abigail Gunderson (CRD# 3089575) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 10 years of experience in the finance industry. Abigail Gunderson 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.

3
Brian J. Merrill
CRD#: 5000672
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
96
Wealthminder
score

Brian Merrill (CRD# 5000672) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 12 years of experience in the finance industry. Brian Merrill 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.

4
Victor W. Powell
CRD#: 5886227
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
96
Wealthminder
score

Victor Powell (CRD# 5886227) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 6 years of experience in the finance industry. Victor Powell 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.

5
Jeffrey A. Speight
CRD#: 1926817
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
96
Wealthminder
score

Jeffrey Speight (CRD# 1926817) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 29 years of experience in the finance industry. Jeffrey Speight 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.

6
Peter L. Faust
CRD#: 5846156
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
95
Wealthminder
score

Peter Faust (CRD# 5846156) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry. Peter Faust 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.

7
John F. Merrill
CRD#: 805875
1400 Post Oak Blvd., Suite 550, Houston, TX 77056
93
Wealthminder
score

John Merrill (CRD# 805875) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 34 years of experience in the finance industry.

8
Curtis J. Holden
CRD#: 5051609
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
90
Wealthminder
score

Curtis Holden (CRD# 5051609) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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