Ark Alliance Financial

Ark Alliance Financial 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 95 individual clients, 38 of them high net worth.
• Its average account is about $425,000 (assets it manages divided by its 197 accounts).
• Its website says it's taking new clients.

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

Facts

Ark Alliance Financial fees

Ark Alliance Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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)

• Anil Chacko

  CFP · CKA

Other fee-only firms in Texas

• Arkos · Houston
• Artham Advisors LLC · Dallas
• AS Investment Partners · Leander
• Ascension Capital Advisors · Houston
• Aspen Financial Management · Arlington
• Aspen Wealth Advisors · Dallas
• Aspen Wealth Management · Fort Worth
• Aspenridge Wealth Advisors · Fort Worth

Fee-only advisors in Texas