About Bent Tree Trust Advisors
Founded in 1996 by Collin LaFollette, Bent Tree Trust Advisors is a fee‑based, registered fiduciary firm based in Richardson, Texas, serving clients across multiple states both in person and online. With decades of experience, we deliver a holistic approach for individuals, families, landowners, and business owners, providing comprehensive guidance and coordinating with tax, investment, insurance, and legal professionals when needed.
Fiduciary
Independent
Registered RIA
Financial+Tax+
Estate
Investment Consulting
1. Holistic Risk Evaluation
2. Modern Portfolio Construction
3. Global Asset Allocation
4. Tax & Cost-Efficient Strategies
5. Risk Rebalancing
Advanced Planning
1. Wealth Enhancement
- Strategic Tax and Compliance Oversight
- Cash Flow Planning
2. Wealth Transfer
- Develop a Lasting Legacy
- Efficient Transfer to Family or Non-Family Members
- Insurance Planning & Integration
3. Wealth Protection
- Risk Management
- Legal Structures
4. Charitable Giving
- Philanthropic Legacy
- Tax Reduction
5. Engagement Management
- Plan Coordination & Implementation
- Accelerated Professional Teamwork
Wealth Stewardship
Total Commitment to Client Success
1. Fiduciary Duty
The Highest Standard of Care
- We act with undivided loyalty and utmost good faith
- No Hidden Fees
- Independent Registered Investment Advisor (RIA) since 1999
- Transparent, Academically Proven Investment Approach
2. Proactive Services
Simplify Your Financial Life
- High-Touch Anticipatory Service Model
- Evolves over Multiple Generations
3. Education & Guidance
Make Informed Decisions
- Comprehensive Wealth Plan with Actionable Steps
- Personalized Financial Education Plans
- Live with a Sense of Purpose. Do What You Love. Accomplish what matters most
About Our Name Bent Tree
In Native American tradition, young trees were intentionally bent to serve as clear trail markers, guiding travelers to water, hunting grounds, and safe camps. We chose Bent Tree as our name because we share that purpose—providing clear guidance toward strategies that grow wealth, reduce taxes, manage risk, and help you build a lasting, tax‑advantaged legacy.
Who We Support
Businesses, Farmers & Landowners
Farmers, ranchers, landowners, and business owners who want to sell or transfer their assets while minimizing or eliminating inheritance or capital gains taxes.
Women & Individuals
Women and single individuals, those who may be divorced or widowed, who need financial, tax, retirement, and estate planning advice.
Pre-retirees & Retirees
People preparing for retirement, whether married or single, who want to create reliable retirement income, mitigate risk, and reduce their taxes.
High Net Worth Families
Multigenerational families who want to maximize wealth transfer and minimize taxes using advanced trusts and estate planning strategies.
Start Your Journey with Bent Tree Trust Advisors
Our first meeting is complimentary and exploratory, designed to give you valuable insight even if we ultimately aren’t the right fit. The more we learn about your situation, the better we can determine how we might help you reduce taxes and build wealth for you and future generations.
Bent Tree Trust Advisors
3008 Holford Road
Richardson, TX 75082-3741
P: (972) 336-3362
F: (855) 743-4246
collin@benttreetrust.com
