AssetBuilder

AssetBuilder at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 8 advisors are listed here; 1 of 8 hold the CFP.
• Its Form ADV reports 12 employees and 714 individual clients, 247 of them high net worth.
• Its average account is about $488,000 (assets it manages divided by its 1,665 accounts).

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

Facts

AssetBuilder fees

AssetBuilder doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, 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 (8)

• Bruce Griffith

• Carson Pope

• Ellen Seitzler

• Hannah Vickery

• Janet Griffith

  CFP

• Kayla Taylor

• Kennon Grose

• Tommy Willams

Other fee-only firms in Allen

• Concord Financial Group
• Maguire Stewardship Partners
• New Dimensions Wealth Management, LLC
• Think Different Wealth Advisors LLC

Fee-only advisors in Texas