Firm
1900 Wealth
San Antonio, Texas
Fee-only
1900 Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 18 advisors are listed here; 2 of 18 hold the CFP.
- Its Form ADV reports 22 employees and 454 individual clients, 230 of them high net worth.
- Its average account is about $2.9 million (assets it manages divided by its 1,067 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | jeffersonbank.com |
| Phone | (210) 736-7770 |
1900 Wealth fees
1900 Wealth 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 by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $3.1 billion |
| Individual clients | 224 |
| High-net-worth clients | 230 |
| Accounts managed | 1,067 |
| Employees | 22 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-105469) |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 175346 |