Firm
Copiam Wealth Management
The Colony, Texas
Fee-only
Copiam Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients, 10 of them high net worth.
- Its average account is about $237,000 (assets it manages divided by its 89 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Colony, Texas |
|---|---|
| Website | copiamwealthmanagement.com |
| Phone | (214) 725-5263 |
Copiam Wealth Management fees
Copiam Wealth Management 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 | $21 million |
| Individual clients | 18 |
| High-net-worth clients | 10 |
| Accounts managed | 89 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 173290 |
Advisors at this firm (1)
Other fee-only firms in Texas
- Core Capital Management and Research · Houston
- Corus Family Wealth Advisors · Mckinney
- Counterbalance Divorce Solutions · Denton
- Course Pilot Financial · Austin
- Cove Wealth Management · Houston
- Cravens Brothers Private Wealth Management · Dallas
- Crescent Investment Solutions · Plano
- Cresvita Capital · Austin