Firm
Avenue Retirement Services
Frisco, Texas
Fee-only
Avenue Retirement Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 60 individual clients, 5 of them high net worth.
- Its average account is about $129,000 (assets it manages divided by its 213 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Frisco, Texas |
|---|---|
| Website | avenueretirement.com |
| Phone | (214) 705-2464 |
Avenue Retirement Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $25,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"ACCEPTING NEW CLIENTS ON A DISCRETIONARY BASIS ($25,000 HOUSEHOLD MINIMUM)." source
"Our "fee-only" billing agreement is based on a percentage of total assets, prorated monthly, and deducted 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 | $27 million |
| Individual clients | 55 |
| High-net-worth clients | 5 |
| Accounts managed | 213 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 165606 |