Viaggio Wealth Partners

What Viaggio Wealth Partners does

Viaggio Wealth Partners is a private, founder-owned financial advisory practice headquartered in Magnolia, Texas, founded in 2019 by Barry Tate (MBA, AAMS). The firm provides personalized financial planning services to individuals, families, and business owners, organized around three core offerings: Investment Planning, Retirement Planning, and Estate Planning. These core products are extended through a modular Life Stage Planning system covering career-start through post-retirement stages, and a Specialized Advice set addressing Business Owners, Divorce, Blended Families, and Widows & Widowers. Client engagement follows a defined four-step process from introductory meeting through ongoing support and advice.

The business operates entirely through LPL Financial, a registered broker-dealer and investment advisor, which provides the regulatory, custodial, and execution infrastructure for all securities and advisory transactions. The firm generates revenue via advisory fees on a recurring/annual billing basis, with pricing not publicly disclosed and engagements quoted through personalized consultations. Distribution is direct-to-client, supplemented by a content marketing stack that includes the 'Your Financial Journey' podcast, a financial blog, monthly newsletters, 'The Long View' video series, market updates, and an annual Outlook publication. Geographic scope is limited to states in which the firm is properly registered, with the single Magnolia, TX office as the only disclosed location.

Operationally, the firm is a sub-10-person practice with founder Barry Tate as the sole named financial advisor, and staff combined experience of 34 years in financial services. No funding rounds, parent company, or M&A activity are evidenced, and revenue and AUM figures are not publicly disclosed, leaving the business as a small-scale, founder-led, relationship-driven advisory practice rather than a scaling or institutional financial services firm.

Name

Viaggio Wealth Partners

Legal name

Viaggio Wealth Partners

Website

https://viaggiowealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Viaggio Wealth Partners is a founder-owned financial advisory practice in Magnolia, Texas, offering personalized financial planning, retirement, investment, and estate planning services to individuals, families, and business owners through LPL Financial.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), OCIO Providers (Outsourced CIO) (FSAAAGAH)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Estate planning services
• Investment advisory services

Headquarters

HQ city

Magnolia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Revenue generated through advisory fees for financial planning, retirement planning, estate planning, and investment planning services offered through LPL Financial, a Registered Investment Advisor. Services include personalized financial advice, ongoing portfolio management, and comprehensive financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Viaggio Wealth Partners is a financial advisory practice providing personalized financial planning, retirement planning, estate planning, and investment management services to individuals, families, and business owners. The firm organizes its services around three core product areas—Estate Planning, Retirement Planning, and Investment Planning—supplemented by Life Stage Planning modules (Starting Your Career through Post Career/Retirement) and Specialized Advice for business owners, divorce, blended families, and widows/widowers. Securities and advisory services are transacted through LPL Financial, a Registered Investment Advisor and broker-dealer (Member FINRA/SIPC).

Product overview

Viaggio Wealth Partners is a financial advisory practice offering a comprehensive suite of wealth management services organized around three core products: Investment Planning, Retirement Planning, and Estate Planning. These core offerings are supported by a modular Life Stage Planning system that provides targeted guidance across major life milestones (Starting Your Career, Starting a Family, Mid-Career, Late Career/Empty Nester, and Post Career/Retirement). The firm also provides Specialized Advice modules addressing Business Owners, Divorce, Blended Families, and Widows & Widowers. Educational resources including Podcasts (Your Financial Journey), Market Updates, Blog/Newsletters, Outlook 2026 publications, and Useful Financial Links & Tools complement the core service offering. The firm operates through a four-step planning process: Introductory Meeting, Exploration & Preliminary Planning, Detailed Planning, and Ongoing Support & Advice. Securities and advisory services are offered through LPL Financial, a registered investment advisor.

Differentiator

Problem solved

Functional benefit

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• LPL FinancialcoreImplementation/ SI/ Consulting PartnerSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. LPL Financial provides the broker-dealer and RIA infrastructure for the firm's advisory services, including account custody and regulatory compliance.
• Matt Wright, PrincipalminorStrategic or Co-development PartnerSpecial guest on Episode 2023-1 podcast discussing debt ceiling updates and annuities for retired clients. Annuities provided through Principal Financial for guaranteed retirement income solutions.
• Michell Bradie (Estate Planning Attorney)minorStrategic or Co-development PartnerSpecial guest attorney on podcast discussing estate planning basics for families. Collaborates on educational content regarding estate planning matters.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Emerging players

• Facet Wealth: Digital-first financial planning firm offering comprehensive financial planning, investment management, and retirement advice on a flat-fee basis. Comparable comprehensive-planning proposition to Viaggio but delivered via a tech-enabled, remote-first model rather than a local office.
• Ellevest: Digital wealth management platform providing financial planning and investment services, with particular emphasis on women's financial journeys and life-stage planning. Compares to Viaggio's life-stage planning framework but reaches clients via a digital rather than local-advisor model.

Broad incumbents

• Wealth Enhancement Group: Independent wealth management firm offering comprehensive financial planning, investment, retirement, and estate services through a network of local advisors. Comparable to Viaggio's local-advisor, comprehensive-planning model but operating as a multi-advisor platform with national reach.
• Ameriprise Financial: National diversified financial services firm whose independent advisor franchise delivers comprehensive financial planning, retirement, and investment services to individuals and small business owners. Overlaps directly with Viaggio's comprehensive-planning proposition, though at significantly larger scale and broader product set.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, estate, tax, and retirement planning to HNW individuals and families. Overlaps with Viaggio on planning categories and target client but operates at significantly greater scale with institutional-grade service offerings.
• Edward Jones: Large national broker-dealer with a localized single-advisor office model serving individuals and families on retirement, investment, and estate planning. Comparable in client segment and relationship-based delivery, but at vastly greater scale and brand recognition than Viaggio.
• Creative Planning: Large independent RIA providing comprehensive financial planning, investment management, estate, and retirement services to individuals, families, and business owners nationwide. Comparable service breadth to Viaggio across all three core planning pillars, but with vastly larger AUM and geographic footprint.

Direct peers

• Buckingham Strategic Wealth: Independent RIA focused on evidence-based comprehensive financial planning, investment management, retirement, and estate services for individuals and families. Closely comparable to Viaggio's planning-first, fee-based model, though at larger scale.
• Carson Group (Cetera): Network of independent financial advisors providing comprehensive financial planning, investment management, and coaching for individuals, families, and business owners. Highly comparable to Viaggio's comprehensive, life-stage-driven planning approach and small-practice scale, though with a multi-advisor affiliation model.
• Hightower Advisors: Chicago-based RIA platform that partners with independent advisors to deliver comprehensive wealth management, retirement, and estate planning to HNW individuals, families, and business owners. Closely comparable model to Viaggio's LPL-affiliated practice, though operating its own platform rather than embedding in a broker-dealer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ViaggioWealthPartners
• LinkedInlinkedin.com/company/viaggio-wealth-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Viaggio Wealth Partners