Clarified Wealth Advisory

Clarified Wealth Advisory 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 6 individual clients, 6 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 6 accounts).

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

Facts

Clarified Wealth Advisory fees

Clarified Wealth Advisory 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)

• Nikki Dunn

  CFP

Other fee-only firms in Houston

• Concert Financial Planning, LLC
• Concurrent Wealth Management
• Core Capital Management and Research
• Cove Wealth Management
• Decision Tree Advisor
• Edgar Investment Management
• Endeavor Advisors
• Epiphany Wealth Management

Fee-only advisors in Texas