Jeremy Biar
BIAR Legacy · Houston, Texas
Jeremy Biar is a fee-only financial advisor at BIAR Legacy in Houston, Texas. Jeremy charges a percentage of assets (no asset minimum).
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Facts
| Firm | BIAR Legacy |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $5.3M across 89 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 6593832 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.biarlegacy.com |
| Profile |
How Jeremy's firm compares
- BIAR Legacy's average account is about $60,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Jeremy
Is Jeremy Biar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and BIAR Legacy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy charges a percentage of assets.
How much does Jeremy charge?
According to BIAR Legacy's website, checked October 30, 2026: no asset minimum.
Where is Jeremy Biar based?
Jeremy Biar is based in Houston, Texas.
Is Jeremy Biar registered with the SEC?
Yes. Jeremy Biar is registered as an investment adviser representative in AR and TX (CRD 6593832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BIAR Legacy manage?
BIAR Legacy reports $5.3M across 89 accounts in assets under management.
How do I contact Jeremy Biar?
Through Jeremy's website, www.biarlegacy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- BIAR Legacy website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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