Warren Udd
Sather Financial Group · Victoria, Texas
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.
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Facts
| Firm | Sather Financial Group |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.27B across 1,506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4929353 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | satherfinancial.com |
How Warren's firm compares
- Sather Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,506 accounts).
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Questions about Warren
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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