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Firm

Chisholm Wealth Management

Burleson, Texas

Fee-only

Chisholm Wealth Management 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 2 employees and 108 individual clients, 15 of them high net worth.
  • Its average account is about $280,000 (assets it manages divided by its 254 accounts).
  • Its website says it's taking new clients.
  • It works with clients virtually as well as in person.

Specialties Retirement planning · Tax planning · Estate & legacy planning

Works with Pre-retirees · Retirees

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

Facts

Based inBurleson, Texas
Websitechisholmwm.com
Email[email protected]
Phone(817) 678-2821

Chisholm Wealth Management 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.

Asset-based fee1% to 1.5% a year
How it chargesPercentage of assets

In the firm's words

"We charge 1-1.5% annually for the assets we manage." source
"We charge 1-1.5% annually for the assets we manage." source
"We charge 1-1.5% annually for the assets we manage." 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$71 million
Individual clients93
High-net-worth clients15
Accounts managed254
Employees2
Planning clients11-25
Financial planningOffered
Form ADV filedFebruary 9, 2026
SEC recordCRD 321134

Advisors at this firm (2)

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