AKG Financial Group

AKG Financial Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 5 employees and 24 individual clients, 16 of them high net worth.
• Its average account is about $502,000 (assets it manages divided by its 181 accounts).

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

Facts

AKG Financial Group fees

AKG Financial 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)

• Ashlyn Bourland

• Davis Bourland

• Emma Simmons

  CFP

Other fee-only firms in Fort Worth

• Aspen Wealth Management
• Aspenridge Wealth Advisors
• Baynes Investment Counsel
• Cahill Financial Advisors, Inc.
• CF Financial
• Diesslin Group, Inc.
• Earls Financial LLC
• Holland Investment Management

Fee-only advisors in Texas