Firm
ATX Portfolio Advisors®
Austin, Texas
Fee-only
ATX Portfolio Advisors® 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 73 individual clients, 49 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 73 accounts).
- Its ongoing planning fee starts at $1,500 a year, below the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | atxadvisors.com |
| [email protected] | |
| Phone | (512) 537-5955 |
ATX Portfolio Advisors® 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 $1,500 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$1,500 annually for ongoing planning after year one" source
"$3,000 for the first year" source
"FIRST $1,000,000 .75%" source
"Our standard investment management fee is calculated using the annual rates below and billed quarterly in arrears." 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 · Fixed fees |
|---|---|
| Assets managed | $94 million |
| Individual clients | 24 |
| High-net-worth clients | 49 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 173821 |