The Watchman Group, Inc.

The Watchman Group, Inc. (CRD# 133690) is a financial advisory firm headquartered in Plano, TX. They manage $172,656,184 in 404 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $427,367
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
  • 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.

LA, TX

Financial Advisors at The Watchman Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher T. Troseth
CRD#: 1836618
5045 Lorimar Drive, Suite 200, Plano, TX 75093
96
Wealthminder
score

Christopher Troseth (CRD# 1836618) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 21 years of experience in the finance industry. Christopher Troseth 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
Mark G. Robinson
CRD#: 2613001
5045 Lorimar Drive, Suite 200, Plano, TX 75093
93
Wealthminder
score

Mark Robinson (CRD# 2613001) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 21 years of experience in the finance industry.

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