AssetBuilder Information

AssetBuilder, Inc. is an SEC-registered investment advisor headquartered in Allen, Texas, just north of Dallas, serving individuals and families throughout the Dallas–Fort Worth area and beyond. As a fee-only fiduciary advisory firm, we take pride in offering a disciplined, transparent approach to investing and financial planning—while recognizing that fees matter—in order to help clients build and protect their financial futures. AssetBuilder provides personalized portfolio management, retirement planning, comprehensive financial planning, tax-aware strategies, and estate planning services tailored to each client’s unique goals and circumstances. Our evidence-based philosophy draws on reality-tested research to build diversified portfolios designed to support long-term growth and financial confidence. At AssetBuilder, clients are at the center of everything we do. As fiduciaries, we are legally and ethically obligated to act in our clients’ best interests, with transparent fees, no commissions, and a commitment to clear, straightforward advice. From strategy design through implementation and ongoing management, we work closely with clients to help them navigate life’s financial decisions with clarity and peace of mind. We are deeply invested in the communities we serve and are committed to building meaningful relationships with local families, professionals, and business owners. Through education, integrity, and long-term partnership, we aim to support both our clients’ goals and the community we call home. To learn more, please visit http://AssetBuilder.com