OpenAir Advisers

Financial planner in Southlake, TX (show on map)

4.8

★★★★★

16 reviews

Independent, sustainable wealth management firm focusing on client service, responsible growth, and tax-efficient strategies without hidden fees.

Call (214) 233-6059

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About

As an independent, sustainable wealth management firm, OpenAir Wealth Management prioritizes high levels of client service by responsibly managing, maintaining, and growing client wealth tax-efficiently. The firm emphasizes transparency and avoids hidden fees, providing experienced guidance for individualized retirement plans through preferred communication methods.

Fee-based model with no hidden fees

Registered Investment Adviser (RIA) with fiduciary duty

Comprehensive suite of financial services

Focus on tax-efficient and responsible wealth management

Services

Tax Planning

Detailed cash flow planning to significantly reduce tax liabilities over multi-year periods, including review of tax returns and long-term planning.

Income tax reduction Income tax smoothing Unwanted Social Security taxes minimization Tax minimization on highly appreciated stock Tax loss harvesting

Investment Management

Construction of diversified portfolios using institutional-level research to accommodate various risk levels and objectives.

Access to leading research Multiple strategies within a portfolio Tax-efficient portfolio design Risk and return alignment with client objectives

Estate Planning

Comprehensive wealth transfer planning to reduce estate taxes and ensure efficient asset distribution.

Strategic estate plan understanding of tax laws Maximization of assets while minimizing liabilities Expert staff to guide through the process

Risk Management

Portfolio construction approaches to manage and shift risks for long-lasting wealth accumulation.

Wide-ranging portfolio construction Effective risk management and accumulation balance Portfolio efficiency maintenance

Trustee Services

Dynamically managed trustee services including personal trust administration, custody services, and specialty asset management.

Personal trust administration Custody services Specialty asset management (Real Estate, Minerals, Oil & Gas, Multi-Generational) Client-focused strategies

Credentials & Certifications

CFP® (Certified Financial Planner™)

CRPC® (Chartered Retirement Planning Counselor™)

Reviews

Rating

4.8

★★★★★

Reviews

"Jon is a reliable and trustworthy financial advisor."

Frequently Asked Questions

What is the fee structure at OpenAir Advisers? +

OpenAir Advisers operates on a fee-based model with no hidden fees, ensuring that more of the client's money is invested rather than consumed by fees.

How does OpenAir Advisers ensure fiduciary duty? +

As a registered investment adviser (RIA), OpenAir Advisers has a legal fiduciary duty to act in the best interests of clients, prioritizing transparency and client-focused strategies.

What services does OpenAir Advisers offer? +

OpenAir Advisers provides comprehensive financial services including tax planning, investment management, estate planning, risk management, and trustee services, all designed to support retirement planning and wealth preservation.