Certified Financial Strategies

Certified Financial Strategies 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 1 employee and 147 individual clients, 53 of them high net worth.
• Its average account is about $472,000 (assets it manages divided by its 306 accounts).

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

Facts

Certified Financial Strategies fees

Certified Financial Strategies 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 (1)

• Jason Edgerton

  CFP

Other fee-only firms in Dallas

• Clare Market Investments
• Clark Financial
• CMH Wealth Management
• Concorde Investment Management
• Cravens Brothers Private Wealth Management
• Cypress Point Wealth Management
• Daniels & Erickson Financial Advisors
• Double Eagle Wealth Management

Fee-only advisors in Texas