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Business Profile

Fee Only Financial Advisor

ReDefined Wealth Advisors LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(682) 719-4108Write a Review

About

Overview

ReDefined Wealth Advisors LLC

530 E Southlake Blvd # 180

Southlake , TX 76092-5331

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

ReDefined Wealth Advisors LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

ReDefined Wealth Advisors provides financial planning and investment advisory services, including retirement planning, income planning, and tax-efficient strategies. The company assists clients with personalized financial assessments and ongoing portfolio management.

BBB Accredited Since: 5/7/2024

Years in Business: 19

Products and Services

Financial Planning, Investment Strategies, Market Research, Portfolio Management, Risk Analysis, Tax-Efficient Investing

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
5/7/2024
Business Started:
2/1/2007
Business Incorporated:
8/7/2023
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Insurance ReDesigned
Business Management:
Mr. Chris Arnold, Managing Member
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Chris Arnold, Managing Member
Customer Contacts
Mr. Chris Arnold, Managing Member
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]
Business Categories
Fee Only Financial Advisor, Financial Services, Financial Consultants, Wealth Management

Latest Reviews

  • Nathan T

    "REMOVEDand REMOVEDhave been the most responsive team I have ever worked with both in my personal and professional life. They were able to blow all expectations out of the water and closed a VA loan in 14 days despite concerns of timeframe." ... Read full review

  • S. W.

    "Working currently with REMOVED, he has been very helpful in explaining and directing me with the exact annuity that is best for my soon needs and desires." ... Read full review

View all Reviews

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.