Baucom Wealth

Baucom 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 3 employees and 20 individual clients, 6 of them high net worth.
• Its average account is about $96,000 (assets it manages divided by its 55 accounts).

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

Facts

Baucom Wealth fees

Baucom Wealth 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 (1)

• Adam Baucom

  CFP

Other fee-only firms in Victoria

• Keller Wealth Advisors
• Mark L. Westerman, CPA
• Yendrey Wealth Management

Fee-only advisors in Texas