Firm
9M Investments
Grapevine, Texas
Fee-only
9M Investments at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 19 individual clients, 8 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 60 accounts).
- Its ongoing planning fee starts at $600 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Grapevine, Texas |
|---|---|
| Website | 9minvestmentsllc.com |
| Phone | (817) 680-7942 |
9M Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $600 a year |
|---|---|
| Asset-based fee | 0.4% to 0.5% a year |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$0–$100K $50" source
"$10mil + .40%" source
"$1mil – $5mil .50%" source
"They are based on the amount of your assets that we manage at our custodian Charles Schwab." source
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 |
|---|---|
| Assets managed | $11 million |
| Individual clients | 11 |
| High-net-worth clients | 8 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 24, 2026 |
| SEC record | CRD 289320 |