# Warren Udd

> Warren Udd is a fee-only financial advisor at Sather Financial Group in Victoria, Texas, who holds the CFP credential. Sather Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/warren-udd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sather Financial Group
- **Based in:** Victoria, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.27B across 1,506 accounts
- **Credentials:** CFP
- **CRD:** 4929353 (https://adviserinfo.sec.gov/individual/summary/4929353)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://satherfinancial.com

## Frequently asked questions

### Is Warren Udd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Sather Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Warren charge for financial advice?

Warren's firm, Sather Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Warren Udd based?

Warren Udd is based in Victoria, Texas.

### What credentials does Warren Udd hold?

Warren Udd holds the CFP credential.

### Is Warren Udd registered with the SEC?

Yes. Warren Udd is registered as an investment adviser representative in TX (CRD 4929353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sather Financial Group manage?

Sather Financial Group reports $2.27B across 1,506 accounts in assets under management.

### How do I contact Warren Udd?

Through Warren's website, satherfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4929353): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.