About Maverick Wealth Management
<p>Founded in 2011, Maverick Wealth Management works with individuals and business owners across the Fort Worth–Arlington area from offices in Burleson (headquarters) and nearby Crowley, Texas.</p> <p>The firm is a <a href="/plan-advisors">plan advisor</a> that supports employer retirement plans with recordkeeping, plan design, and participant advice. Maverick Wealth Management also provides investment management and long-term planning work, including retirement planning and retirement income planning, college planning, estate and generation planning, business continuation and succession planning, cash reserves planning, and help with closing estates.</p> <p>As of 2026, Maverick Wealth Management reports $0.3B in assets under management. Clients often look to the firm for straight answers and ongoing education tied to real decisions, rather than one-time recommendations.</p> <p>Maverick Wealth Management has been recognized in The Wall Street Journal, Fortune Magazine, Kiplinger, and Advisors Magazine.</p> <ul> <li>Retirement plan support: recordkeeping, plan design, and participant advice</li> <li>Investment management with ongoing guidance</li> <li>Retirement planning and retirement income planning</li> <li>Estate, generation, and college planning</li> <li>Business continuation, succession, and cash reserves planning</li> </ul>
Website: https://maverick-wealth.org/
Founded: 2011
Office Locations
- Burleson, TX (Headquarters)
- Crowley, TX
Accreditations & Certifications
- Other
Services Offered
- Recordkeeping
- Plan Design Consulting
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M