Strata Wealth Advisors, LLC (“Strata”) is a registered investment adviser located in Dallas, Texas. Strata’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Strata’s website on the Internet should not be construed by any consumer and/or prospective client as Strata’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Strata, please visit the Investment Adviser Public Disclosure website at adviserinfo.sec.gov. A copy of Strata’s current Investment Adviser Brochure (ADV Part 2A) outlining Strata’s business operations, services and fees is available from Strata Wealth Advisors upon written request. Strata Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Strata’s website or incorporated herein, and takes no responsibility therefor. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Strata) made reference to directly or indirectly by Strata in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Strata’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strata’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strata, or from any other investment professional. Strata is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Strata’s website, the client and/or prospective client is made aware that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strata, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Strata’s website, to release and hold harmless Strata, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strata.
Fidelity Investments is an independent company, unaffiliated with Strata Wealth Advisors, LLC. Fidelity Investments is a service provider to Strata Wealth Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Strata Wealth Advisors, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
D Magazine: Best Financial Planners in Dallas
D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of local financial planners reviewed the list. Only CFPs made the list. A total of 718 votes were cast, and 240 individuals were nominated. Of these, 95 were selected. Dusty Wallace previously served on the review panel, though she was unaffiliated with Strata Wealth Advisors, LLC at the time of her participation on the panel.
D Magazine: Top Wealth Managers
D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 7, 2021). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 58 that applied, 36 firms and teams were selected. Dusty Wallace previously served on the review panel, though she was unaffiliated with Strata Wealth Advisors, LLC at the time of her participation on the panel.