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Firm

11 Financial

Lufkin, Texas

Fee-only

Facts

Based inLufkin, Texas
Websitechoose11.com
Phone(936) 899-5629

11 Financial fees

11 Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$37 million
Individual clients120
Financial planningOffered
Form ADV filedMay 5, 2026
SEC recordCRD 174569

Advisors at this firm (5)