Firm
Ataroke Wealth
McKinney, Texas
Fee-only
Ataroke Wealth 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 6 individual clients.
- Its average account is about $244,000 (assets it manages divided by its 36 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Texas median of $3,000.
- Its hourly rate of $450 is above the Texas median of $250.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | McKinney, Texas |
|---|---|
| Website | ataroke.com |
| [email protected] | |
| Phone | (214) 444-9351 |
Ataroke Wealth 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 $6,000 a year |
|---|---|
| One-time plan | From $1,800 |
| Hourly | $450 an hour |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Accelerate : $500/month**" source
"Accelerate : $1,800 ***" source
"$450 for the first hour*" source
"0.50% per year of assets managed" 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 | $9 million |
| Individual clients | 6 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 323731 |
Advisors at this firm (1)
Other fee-only firms in Texas
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- Avant Financial Advisors · Austin
- Avenue Retirement Services · Frisco
- Avion Wealth · The Woodlands
- Avondale Wealth Advisors · West Lake Hills
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