Firm
Cahill Financial Advisors, Inc.
Fort Worth, Texas
Fee-only
Cahill Financial Advisors, Inc. at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 12 advisors are listed here; 11 of 12 hold the CFP.
- Its Form ADV reports 22 employees and 1,109 individual clients, 541 of them high net worth.
- Its average account is about $434,000 (assets it manages divided by its 4,083 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Fort Worth, Texas |
|---|---|
| Website | cahillfa.com |
| [email protected] | |
| Phone | (952) 926-1659 |
Cahill Financial Advisors, Inc. fees
Cahill Financial Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.8 billion |
| Individual clients | 568 |
| High-net-worth clients | 541 |
| Accounts managed | 4,083 |
| Employees | 22 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-18388) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 109890 |