Angel Legacy Advisors

Angel Legacy Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 15 individual clients.
• Its average account is about $35,000 (assets it manages divided by its 65 accounts).

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

Facts

Angel Legacy Advisors fees

Angel Legacy Advisors 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 (1)

• Matthew Angel

  CFP

Other fee-only firms in Lubbock

• Astoria Strategic Wealth
• Blue Mountain Financial Planning, LLC
• Bonner & Smith
• High Plains Advisors
• Mcdonald Capital Management
• Open Door Financial Advisors
• Alpha Capital
• Amicus Financial Advisors

Fee-only advisors in Texas