Branson Fowlkes & CO

Branson Fowlkes & CO at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 7 advisors are listed here; 4 of 7 hold the CFP.
• Its Form ADV reports 7 employees and 188 individual clients, 126 of them high net worth.
• Its average account is about $390,000 (assets it manages divided by its 1,126 accounts).

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

Facts

Branson Fowlkes & CO fees

Branson Fowlkes & CO 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 (7)

• Dallas Jones

• Jay Branson

  CFP

• John Landers

  CFP · PFS

• Maco Fowlkes

  CFP · ChFC

• Mark Wilson

• Michael Bishop

• Trocon Reffell

  CFP

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• Concurrent Wealth Management
• Core Capital Management and Research

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