Firm
Belonging Wealth Management
Longview, Texas
Fee-only
Belonging Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 18 individual clients.
- Its average account is about $201,000 (assets it manages divided by its 54 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Longview, Texas |
|---|---|
| Website | belongingwealth.com |
| Phone | (903) 471-0624 |
Belonging Wealth Management 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 to $100,000 / 1.25%" source
"$5,000,001 and above / 0.8%" source
"$0 to $100,000 / 1.25%" source
"Your advisory fee is a simple annual percentage of the account value as follows:" 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 | $11 million |
| Individual clients | 18 |
| Accounts managed | 54 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 292974 |
Advisors at this firm (2)
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