- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Plano, TX 750293
Brent Little is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Brent Little is the Founder and Managing Director of Odyssey Wealth Management, LP (OWM). Mr. Little founded the firm with the goal of providing a total solution to his clients’ financial needs. He believes that clients have enough issues pulling at them in their day to day lives therefore he set out to provide a group of services to manage all aspects of his clients’ financial lives so they could spend their time enjoying the things most important to them in life.
As the managing director, Mr. Little is responsible for the oversight of the firm’s wealth management, financial planning, and business advisory services, client origination, and the overall management and direction of the firm. He founded OWM after gaining valuable experience at Cain, Watters & Associates, P.C., which is a Dallas based financial planning firm with over $2 billion of assets under management. While at CWA, he provided asset management, financial planning, and tax services to high net worth individuals, professionals in the medical field, and small business owners.
Prior to joining Cain, Watters & Associates, Mr. Little worked in the Personal Financial Services group at the international public accounting firm PricewaterhouseCoopers, LLC. While at PricewaterhouseCoopers, Mr. Little worked with business owners, corporate executives, and high net worth individuals with portfolios of $10 million or more. His responsibilities consisted of developing financial plans, making money manager and investment vehicle selections, determining asset allocations, advising on risk management, and reviewing individual and business taxation.
Mr. Little holds a Masters of Accounting from Texas Christian University and a Summa Cum Laude BA in Finance, Accounting, and Management from Texas Christian University. He is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, and has completed Level I of the CFA Program. Mr. Little is also a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, American Institute of Certified Public Accountants, and various other financial associations.
Brent and his wife, Elisa, are proud parents of twins, Preston and Sofia.