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Firm

Brazos Wealth Advisors LLC

Iowa Park, Texas

Fee-only

Brazos Wealth Advisors LLC 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 3 employees and 145 individual clients, 49 of them high net worth.
  • Its average account is about $432,000 (assets it manages divided by its 425 accounts).
  • Its ongoing planning fee starts at $1,500 a year, below the Texas median of $3,000.

Specialties Flat-fee planning

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

Facts

Based inIowa Park, Texas
Websitebrazoswa.com
Email[email protected]
Phone(940) 923-5482

Brazos Wealth Advisors LLC 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.

Ongoing planningFrom $1,500 a year
How it chargesFlat fee

In the firm's words

"Brazos Wealth Advisors works on an annual flat fee, the minimum fee is $1500 per year." source
"Brazos Wealth Advisors works on an annual flat fee, the minimum fee is $1500 per year." 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$184 million
Individual clients96
High-net-worth clients49
Accounts managed425
Employees3
Planning clients0
Registered withThe SEC (801-130548)
Financial planningOffered
Form ADV filedMarch 16, 2026
SEC recordCRD 323508

Advisors at this firm (2)

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