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Talis Advisors offers independent investment advice based on Nobel Prize winning research. We maintain a continuous focus on the latest academic research related to capital market behavior and apply that research to the practical world of investing. As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first – always. Unlike most advisors, we do not require long-term contracts or a large minimum account size.
Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services.
Read the new Peaceful Wealth article series by Wealth Management Coach R. Scott Maxwell. Recently published in The Market Cap, Scott's series on investing offers valuable insight into developing a personal strategy for success. Navigate to the series of articles through our Library section or simply click here.
| “You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same function as investment advisors. Many brokers call themselves ‘financial consultants’ or ‘financial advisors’. But they are not the same as independent investment advisors… an investment advisor’s fiduciary duty is on a higher plane, like that of a lawyer, a trustee, or the executor of an estate.” |
| Arthur Levitt, Former SEC Chairman |
Important Disclosure Information
Talis Advisory Services, LLC (Talis) is an SEC registered investment advisor located in Plano, Texas. Talis and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors by those states within which the firm maintains clients. Talis may only transact business in those states in which it is notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Users should consult with appropriate advisors before making investment decisions. Any subsequent direct communication by Talis with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides. For information pertaining to the registration status of Talis, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Talis' current Form ADV Part II is available upon request. Access to this website is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third party website linked to this website. A copy of our business continuity statement is available upon request or may be accessed here.
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