Herrington Wealth Management is an independent, fee-only financial advisory firm based in Frisco, Texas, established in 2019. The firm specializes in providing comprehensive financial planning services, including investment management, retirement planning, estate planning, and education funding. As fiduciaries, they prioritize their clients’ best interests, offering transparent, all-inclusive pricing with a 1% annual fee on managed assets, which decreases to 0.6% for portfolios exceeding $10 million.

Herrington Wealth Management distinguishes itself through a concierge service model, meeting clients at their preferred locations—be it at home, office, or virtually—enhancing accessibility and convenience. They also offer alternative investment opportunities such as private equity, venture capital, and real estate, accompanied by educational sessions to ensure clients understand the associated risks and benefits.

The firm is led by Angie Herrington, CFP®, who collaborates closely with clients to develop personalized financial strategies. Additionally, Galen Rue Herrington serves as an Investment Advisor Representative, contributing to the firm’s advisory services. Herrington Wealth Management is committed to building long-term relationships, serving as a trusted partner in helping families plan for their financial futures.