American Elite Advisories are your Financial Allies

Your Dedicated Financial Allies

At American Elite Advisory, we are more than financial partners—we are dedicated allies in your financial journey. Boasting decades of expertise, our team is driven by a profound commitment to realizing your financial goals. Recognizing the distinct nature of everyone’s path, our approach is custom-tailored to suit your unique aspirations, whether it’s retirement planning, investment management, or securing your family’s future.

Our foundation rests upon trust, integrity, and transparency, forming the bedrock of our relationships. Operating as fiduciaries, we make your best interests the priority in every financial decision. At American Elite Advisory, you’re not simply a client; you’re an integral part of our joint pursuit of financial triumph.

-Vernon Bell, President and CEO

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Our clients enjoy high quality financial advisory services such as:

  • Family Financial Planning
  • Investment Management
  • Retirement Planning
  • Insurance and Annuities
  • Long Term Care Planning
  • Collage Planning
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Your Future Awaits

Guidance Based on Fudiciary Responsibility in Investments

When it comes to investment advice, it’s crucial to avoid the one-size-fits-all approach. Your financial goals and circumstances are distinct, deserving a tailored strategy that aligns perfectly with your individuality. Embrace a personalized approach to financial planning that honors your uniqueness and crafts a strategy specifically designed to suit your needs, aspirations, and values.

A fiduciary is someone entrusted with the responsibility of managing another person’s finances or assets. Upon formally accepting this role, they are legally bound to handle the individual’s finances and assets exclusively for the client’s benefit. This obligation involves adhering to the law, which requires prioritizing the client’s interests over those of the fiduciary.

Fiduciary Investment Advice
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Interactive Brokers
Fidelity Investments
Charles Schwab
Jackson
Capital Group
Morningstar Wealth
Lincoln Financial Group
AssetMark
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Assisting Diverse Clients with Excellence

Our clients range from executives to self-employed, retirees to young families, reflecting diverse backgrounds. However, our core mission remains consistent: to assist them in confronting life’s financial hurdles with confidence. Comprising our in-house team of financial experts, we are committed to delivering superior service of the highest caliber to you.

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Let us know how we can help you.

American Elite Advisory

Advisory services are offered through American Elite Advisory.

​The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, (dba American Elite Advisory) a State of Texas Registered Investment Advisor. Registration does not imply any certain level of skill or training. For a complete description of investment risks, fees, and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via Investment Adviser Public Disclosure web site at: https://adviserinfo.sec.gov/.

​All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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