Firm
Caldwell Investment Services
Caldwell, Texas
Fee-only
Caldwell Investment Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its average account is about $35,000 (assets it manages divided by its 1 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Caldwell, Texas |
|---|---|
| Phone | (512) 788-4567 |
Caldwell Investment Services fees
Caldwell Investment Services 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2024 |
| SEC record | CRD 317283 |
Advisors at this firm (1)
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