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 22 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 9 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 27 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 11 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 32 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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