Fluent Financial

Overview

Fluent Financial is a wealth management firm that encompasses the values and culture of a streamlined family office. It works with clients whose financial situations range from relatively simple to complex, and provides financial planning and investment advice. Its clients include individuals, high-net-worth individuals and pension plans. The firm is registered with the SEC as an investment adviser and reported $329.7M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pension plans.

Services

• Financial planning
• Portfolio management
• Pension consulting
• Selecting other advisers
• Educational seminars

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Pension consulting
• Selecting other advisers
• Educational seminars

Location

See more firms in Texas and Dallas.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 170041), filed 04/29/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.