Avery Klatsky
Sfmg Wealth Advisors · Plano, Texas
Avery Klatsky is a fee-only financial advisor at Sfmg Wealth Advisors in Plano, Texas, who holds the CFP credential. Sfmg Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Avery →
Facts
| Firm | Sfmg Wealth Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.96B across 4,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 8214589 |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.sfmg.com |
How Avery's firm compares
- Sfmg Wealth Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 4,323 accounts).
Request an introduction to Avery
Tell Avery a little about what you're looking for. Avery isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Avery
Is Avery Klatsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Avery holds no broker registration, and Sfmg Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Avery charge for financial advice?
Avery's firm, Sfmg Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Avery Klatsky based?
Avery Klatsky is based in Plano, Texas.
What credentials does Avery Klatsky hold?
Avery Klatsky holds the CFP credential.
Is Avery Klatsky registered with the SEC?
Yes. Avery Klatsky is registered as an investment adviser representative in TX (CRD 8214589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sfmg Wealth Advisors manage?
Sfmg Wealth Advisors reports $2.96B across 4,323 accounts in assets under management.
How do I contact Avery Klatsky?
Through Avery's website, www.sfmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.