Firm
Bona Fide Wealth, LLC
Austin, Texas
Fee-only
Bona Fide Wealth, LLC 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 2 employees and 55 individual clients, 40 of them high net worth.
- Its average account is about $696,000 (assets it manages divided by its 207 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|
Bona Fide Wealth, LLC fees
Bona Fide Wealth, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $144 million |
| Individual clients | 15 |
| High-net-worth clients | 40 |
| Accounts managed | 207 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130208) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 330982 |