Firm
Aesop Advisor
Denton, Texas
Fee-only
Aesop Advisor 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 5 individual clients.
- Its average account is about $10,000 (assets it manages divided by its 17 accounts).
- Its ongoing planning fee starts at $95 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 | Denton, Texas |
|---|---|
| Website | aesopadvisor.com |
| Phone | (940) 268-4161 |
Aesop Advisor 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 $95 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"After the first year, Compass is billed at $95 for each additional twelve-month period." source
"Compass will renew annually until canceled by the client." 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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 14, 2026 |
| SEC record | CRD 301160 |