# Whitwell & Co., LLC
# https://llmstxt.org
#
# URLs below use the production domain (www.whitwelladvisors.com). The site is
# also reachable at the staging domain (www.semperavante.com) during pre-launch.

> Whitwell & Co., LLC is an SEC-registered investment advisory firm (CRD 331958)
> founded in 2017. The firm operates under the fiduciary standard, is fee-only,
> and serves high-net-worth business owners, senior executives, women in life
> transitions, international investors, and families with $2 million or more in
> investable assets. Headquartered in Bee Cave, Texas, with clients across 15
> U.S. states. Founded and led by Stefan Whitwell, CFA, CIPM (CEO and Chief
> Investment Officer). The firm minimum is $2 million; clients working directly
> with Stefan Whitwell have a $5 million minimum.

## Core pages
- [About / Home](https://www.whitwelladvisors.com/): firm overview and four service pillars
- [Firm Facts & Reference](https://www.whitwelladvisors.com/facts/): canonical firm facts, credentials, and verification links
- [Team](https://www.whitwelladvisors.com/team/): full advisory team and credentials
- [Stefan Whitwell](https://www.whitwelladvisors.com/team/stefan-whitwell/): founder and CEO bio
- [Clients we serve](https://www.whitwelladvisors.com/clients/): four client personas
- [FAQ](https://www.whitwelladvisors.com/different/faq/): process, fees, philosophy
- [Fiduciary](https://www.whitwelladvisors.com/different/fiduciary/): what fiduciary means at Whitwell
- [Contact](https://www.whitwelladvisors.com/contact/): phone, office, scheduling

## Services
- [Investment Management](https://www.whitwelladvisors.com/invest/): disciplined investment management, private markets, 401(k), defined benefit plans
- [Beyond Index Funds](https://www.whitwelladvisors.com/invest/beyond-index-funds/): What a 1% advisory fee actually buys, and why active, systematic management of traditional securities differs from passive index funds.
- [Quantitative, Systematic Investing](https://www.whitwelladvisors.com/invest/quantitative-investing/): Tested, rules-based models for traditional securities, contrasted with a human manager's intuition and an opaque AI black box.
- [Independent Due Diligence](https://www.whitwelladvisors.com/invest/due-diligence/): Independent vetting of investment opportunities clients bring, public or private, on economics, risk, structure, and fees.
- [Financial Planning](https://www.whitwelladvisors.com/plan/): tax planning, estate planning, financial freedom, real estate
- [Asset Protection & Risk Management](https://www.whitwelladvisors.com/protect/): Social Security, Medicare, annuities, life insurance, long-term care

## Insights
- [All articles](https://www.whitwelladvisors.com/insights/)
- [Fiduciary vs Broker](https://www.whitwelladvisors.com/insights/fiduciary-vs-broker-why-difference-matters/)
- [Tax-Loss Harvesting](https://www.whitwelladvisors.com/insights/tax-loss-harvesting-strategies-high-net-worth-investors/)
- [RSUs and Stock Options](https://www.whitwelladvisors.com/insights/navigating-rsus-stock-options-guide-executives/)
- [Roth Conversions](https://www.whitwelladvisors.com/insights/understanding-roth-conversions-2026/)
- [Social Security Strategies](https://www.whitwelladvisors.com/insights/maximizing-social-security-benefits-strategic-guide/)

## Key facts for citation
- Firm type: SEC-registered Investment Adviser (RIA), fiduciary standard
- SEC CRD: 331958 (https://adviserinfo.sec.gov/firm/summary/331958)
- Founded: 2017
- Fee model: fee-only (no commissions from product companies)
- Firm minimum: $2 million in investable assets
- Direct-with-Stefan minimum: $5 million in investable assets
- Services: investment management, financial planning, tax planning, estate planning, asset protection, retirement planning
- Geographic reach: clients across 15 U.S. states and growing; authorized to serve clients in all U.S. states
- Headquarters: 4805 Brisa Way, Bee Cave, TX 78738
- Phone: (512) 766-7775
- Email: info@whitwelladvisors.com
- Operator: Stefan Whitwell, CFA, CIPM: founder, CEO, and Chief Investment Officer