Cantrill Financial Group LLC is an independent fee based holistic planning and wealth management practice serving clients in the North Texas area. Our professionals stress the fundamental principles of education, accountability, and total coordination of wealth management services. Our business philosophy is to treat each client like they are family and to empower them to make educated choices that fit within their goals, aspirations, or personal lifestyle.
General Information |
| Name of Broker/Dealer: | Triad Advisors |
| Name of Custodial Firm: | Fidelity/National Financial Srvs |
| Work with the following types of clients: | 7685976861 |
| Advisory Services Provided: | Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning |
Services |
| Can meet clients in the following ways: | Phone, Your Home, Email, Video Conference |
Firm Information |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
Education |
| Bachelors of Arts | Austin College
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| JD | SMU Dedman School of Law
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
