M.C. Byrd Wealth Management
39yrs
Top advisor by experience in Bellville
8yrs
Edith Moreno
Financial advisor at M.C. Byrd Wealth Management
Edith Moreno is a fiduciary financial advisor in Bellville, Texas, with 8 years in the industry. Edith joined M.C. Byrd Wealth Management in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Bellville, and one of 11 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office18 N. Harris Street, Bellville, TX 77418
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$429,420
Advisors at the firm3
States licensed ?1 state
Services through M.C. Byrd Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowM.C. Byrd Wealth Management, LLCCurrent firm
Contact Edith
(979) 865-0660M.C. Byrd Wealth Management main office 18 N. Harris StreetBellville, TX 77418Office · Get directions YouTube channelM.C. Byrd Wealth Management
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Questions to ask Edith
Tailored to Edith’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edith
How do I contact Edith?
Call M.C. Byrd Wealth Management at (979) 865-0660 and ask for Edith Moreno. Edith works from the Bellville, TX office.
How long has Edith been a financial advisor?
Edith has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Edith hold?
Series 65. Tap any license on this page to see what it allows.
Is Edith a fiduciary?
Edith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edith paid?
M.C. Byrd Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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