W Wellspent Public advisor graph
Wellspent public graph/Advisors/Emily Teague
Advisor

Emily Teague

Peltoma Capital Partners · Austin, Texas

Emily Teague is a fee-only financial advisor at Peltoma Capital Partners in Austin, Texas, who holds the CFP credential. Peltoma Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

Request an introduction to Emily →

Facts

FirmPeltoma Capital Partners
Based in Austin, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$211.2M across 79 accounts
CredentialsCFP
SEC registration Investment adviser representative in OR, TX · CRD 7489093
Firm size3 employees
Disclosures None reported
Websitewww.peltomacapital.com

How Emily's firm compares

  • Peltoma Capital Partners's average account is about $2.7 million, from its Form ADV (assets managed divided by 79 accounts).

What fee-only advisors charge in Texas

Request an introduction to Emily

Tell Emily a little about what you're looking for. Emily 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 Emily

Is Emily Teague a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Peltoma Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Emily charge for financial advice?

Emily's firm, Peltoma Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Emily Teague based?

Emily Teague is based in Austin, Texas.

What credentials does Emily Teague hold?

Emily Teague holds the CFP credential.

Is Emily Teague registered with the SEC?

Yes. Emily Teague is registered as an investment adviser representative in OR and TX (CRD 7489093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Peltoma Capital Partners manage?

Peltoma Capital Partners reports $211.2M across 79 accounts in assets under management.

How do I contact Emily Teague?

Through Emily's website, www.peltomacapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Austin

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.