Compendium Wealth Advisors

Compendium Wealth Advisors 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 16 individual clients, 7 of them high net worth.
• Its average account is about $149,000 (assets it manages divided by its 29 accounts).

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

Facts

Compendium Wealth Advisors fees

Compendium Wealth Advisors 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)

• Steven London

  ChFC

Other fee-only firms in Austin

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• Custos Family Office
• Destefano Wealth Management
• Devil Mountain Investment Management
• Elgon Financial Advisors
• ENZI Wealth

Fee-only advisors in Texas