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Michael Shane Pumphrey is a financial advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. Michael has been in the industry since June 2022 and is registered as an Investment Advisor Representative (IAR) in Texas. Michael holds the Certified Financial Planner designation. Michael has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Michael's primary focus is on financial planning and portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
05/08/2024 - Present
Tanglewood Total Wealth Management, Inc. (HOUSTON TX)
Active
Inactive
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