994 Group

994 Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 2 employees and 204 individual clients, 83 of them high net worth.
• Its average account is about $312,000 (assets it manages divided by its 783 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

994 Group fees

994 Group 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

Advisors at this firm (3)

• Kristen Leclair

  CFP

• Peter Markovich

  CFP

• Theodore Leclair

Other fee-only firms in Austin

• AA Wealth Strategies
• American Investment Management Group
• Archer Investment Management
• Argus Wealth Management
• ATX Portfolio Advisors®
• Austin Asset
• Austin Money Management
• Avant Financial Advisors

Fee-only advisors in Texas