# Maverick Wealth Management
Source: https://planprovider.pro/provider/maverick-wealth-management

> Founded in 2011, Maverick Wealth Management works with individuals and business owners across the Fort Worth–Arlington area from offices in Burleson (headqua…

Retirement Plan Advisor

Burleson, TX

## 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/](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

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