Firm
Bisonwood Investments
Austin, Texas
Fee-only
Bisonwood Investments at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 3 employees and 28 individual clients, 19 of them high net worth.
- Its average account is about $760,000 (assets it manages divided by its 81 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | bisonwood.com |
| [email protected] | |
| Phone | (903) 593-2396 |
Bisonwood Investments fees
Bisonwood Investments 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $62 million |
| Individual clients | 9 |
| High-net-worth clients | 19 |
| Accounts managed | 81 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-65150) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 137846 |