Firm
AnCap Financial
League City, Texas
Fee-only
AnCap Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 64 individual clients, 31 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 338 accounts).
- Its ongoing planning fee starts at $10,000 a year, above 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 | League City, Texas |
|---|---|
| Website | ancapfinancial.com |
| [email protected] | |
| Phone | (776) 612-6096 |
AnCap Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Most new clients will have an annual fee ranging from $10,000-15,000 ." source
"For these and other reasons, I charge flat fees ." source
"Most new clients will have an annual fee ranging from $10,000-15,000 ." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 33 |
| High-net-worth clients | 31 |
| Accounts managed | 338 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 328249 |
Advisors at this firm (2)
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