Firm
BIAR Legacy
Houston, Texas
Fee-only
BIAR Legacy 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 49 individual clients, 4 of them high net worth.
- Its average account is about $60,000 (assets it manages divided by its 89 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | biarlegacy.com |
| Phone | (832) 387-8905 |
BIAR Legacy 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 | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"we require no account minimums" source
"calculated in percentage terms of assets under management (AUM)" 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 |
|---|---|
| Assets managed | $5 million |
| Individual clients | 45 |
| High-net-worth clients | 4 |
| Accounts managed | 89 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 315472 |