Whitley Penn Financial, L.l.p.

Whitley Penn Financial, L.l.p. (CRD# 145467) is a financial advisory firm headquartered in Fort Worth, TX. They manage $345,382,434 in 2,236 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    2,236
    ACCOUNTS
  • Average Account Value
    $154,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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 Whitley Penn Financial, L.l.p.
Showing 1 - 10 of 14 top financial advisors.
1
Mark A. Topel
CRD#: 3270495
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
96
Wealthminder
score

Mark Topel (CRD# 3270495) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 18 years of experience in the finance industry. Mark Topel 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
Larry G. Autrey
CRD#: 3270935
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Larry Autrey (CRD# 3270935) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 18 years of experience in the finance industry.

3
Michael R. Bodwell
CRD#: 5077142
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Michael Bodwell (CRD# 5077142) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 11 years of experience in the finance industry.

4
Felix J. Lozano
CRD#: 3269974
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Felix Lozano (CRD# 3269974) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 18 years of experience in the finance industry.

5
Shane C. Miller
CRD#: 5750662
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Shane Miller (CRD# 5750662) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 7 years of experience in the finance industry.

6
David L. Neal
CRD#: 4087695
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

David Neal (CRD# 4087695) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 17 years of experience in the finance industry.

7
James C. Penn
CRD#: 4019529
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

James Penn (CRD# 4019529) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 18 years of experience in the finance industry.

8
Eleanor W. Ray
CRD#: 5081603
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Eleanor Ray (CRD# 5081603) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 11 years of experience in the finance industry.

9
Thomas J. Rein
CRD#: 3268842
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Thomas Rein (CRD# 3268842) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 18 years of experience in the finance industry.

10
Matthew A. Reiter
CRD#: 5553051
1400 West 7th Street, Suite 400, Fort Worth, TX 76102
93
Wealthminder
score

Matthew Reiter (CRD# 5553051) is an Investment Advisor Representative working at Whitley Penn Financial, L.l.p. in Fort Worth, TX and has over 9 years of experience in the finance industry.

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