Firm
Argent Wealth Management Inc.
Round Rock, Texas
Fee-only
Argent Wealth Management Inc. 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 72 individual clients, 56 of them high net worth.
- Its average account is about $560,000 (assets it manages divided by its 308 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Texas median of $3,000.
- Its hourly rate of $200 is below the Texas median of $250.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Round Rock, Texas |
|---|---|
| Website | awmtx.com |
| [email protected] | |
| Phone | (512) 238-6883 |
Argent Wealth Management Inc. 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 $3,000 a year |
|---|---|
| Hourly | $200 an hour |
| Asset-based fee | 0.25% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Hourly · Percentage of assets · Flat fee |
In the firm's words
"After four full calendar quarters the flat financial planning fee is reduced to $3,000 per year." source
"$200/hour for Clients engaged under the Core Advisory Service" source
"0.25% annually on balances up to $5 million" source
"A flat financial planning fee of $4,000 per year, billed quarterly in advance" 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 | $172 million |
| Individual clients | 16 |
| High-net-worth clients | 56 |
| Accounts managed | 308 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134004) |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 135376 |