Tanglewood Wealth Management, Inc.

Tanglewood Wealth Management, Inc. (CRD# 107639) is a financial advisory firm headquartered in Houston, TX. They manage $816,546,000 in 979 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    817
    MILLION
  • Total Number of Accounts
    979
    ACCOUNTS
  • Average Account Value
    $834,061
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, LA, NE, TX

Financial Advisors at Tanglewood 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 Wealth Management, Inc. in Houston, TX and has over 23 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 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
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 Wealth Management, Inc. in Houston, TX and has over 28 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.

4
Brian J. Merrill
CRD#: 5000672
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
93
Wealthminder
score

Brian Merrill (CRD# 5000672) is an Investment Advisor Representative working at Tanglewood 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.

5
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 Wealth Management, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

6
Peter L. Faust
CRD#: 5846156
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
90
Wealthminder
score

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

8
Victor W. Powell
CRD#: 5886227
1400 Post Oak Blvd, Suite 550, Houston, TX 77056
90
Wealthminder
score

Victor Powell (CRD# 5886227) is an Investment Advisor Representative working at Tanglewood Wealth Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

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Disclosure
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.