Headshot of Bert Boutte, Bitcoin-aware financial advisor in Missouri City, TX

Bert Boutte — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Director, Financial Planning

CBDA℠CFP®
Missouri City, TX

About Bert Boutte

Bert Boutte works as a financial advisor in Missouri City, TX, helping clients navigate both conventional investments and Bitcoin related strategies.

It is common for investors to ask how Bitcoin should be integrated into long term financial and retirement planning.

Bert Boutte is the Director of Financial Planning at Edelman Financial Engines, where he combines his passion for planning with a commitment to helping clients navigate their financial journeys. With a wealth of experience in investment and goal planning, Bert understands the complexities of life and how they can impact financial decisions. He prides himself on being a reliable partner for clients as they strive for financial success, ensuring they remain focused on their long-term aspirations amidst life’s inevitable changes.

Throughout his career, Bert has developed a comprehensive skill set that empowers him to guide individuals and families in aligning their financial strategies with their unique goals. As a Registered Investment Advisor, he values the importance of collaboration and transparency, positioning himself on the same side of the table as his clients. This approach fosters open communication and trust, allowing for a more personalized financial planning experience.

Bert finds fulfillment in being an approachable resource for those seeking clarity in their financial lives. He believes that building lasting relationships with clients is fundamental to achieving their dreams, and he is dedicated to providing them with the insights and tools necessary for success. Outside of work, Bert enjoys connecting with fellow dreamers, sharing ideas, and exploring new possibilities, reflecting his belief that every financial journey is unique and worthy of careful planning.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Bert

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

19+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Missouri City, TX and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Bert's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4984482

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Bert Boutte, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Bert Boutte is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.