Awaken Wealth Partners

Awaken Wealth Partners at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 7 employees and 416 individual clients, 55 of them high net worth.
• Its average account is about $296,000 (assets it manages divided by its 802 accounts).

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

Facts

Awaken Wealth Partners fees

Awaken Wealth Partners 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 (5)

• Blair Greenwood

  CFP

• Gregory Bickhart

• Jonathan Hoyme

  CFP

• Matthew Miller

• Ryan Christensen

  CFP