Aspenridge Wealth Advisors

Aspenridge Wealth Advisors 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 7 employees and 383 individual clients, 109 of them high net worth.
• Its average account is about $248,000 (assets it manages divided by its 1,352 accounts).

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

Facts

Aspenridge Wealth Advisors fees

Aspenridge Wealth 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 (3)

• Benjamin Bigler

  CFP

• Nicholas Godfrey

• Peyton Bruce

Other fee-only firms in Fort Worth

• Baynes Investment Counsel
• Cahill Financial Advisors, Inc.
• CF Financial
• Diesslin Group, Inc.
• Earls Financial LLC
• Holland Investment Management
• Michels Family Financial
• New Century Investments

Fee-only advisors in Texas