Cravens Brothers Private Wealth Management

Cravens Brothers Private Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 43 individual clients, 19 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 135 accounts).

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

Facts

Cravens Brothers Private Wealth Management fees

Cravens Brothers Private 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

Advisors at this firm (2)

• John Cravens

• Tracey Daniel

Other fee-only firms in Dallas

• Cypress Point Wealth Management
• Daniels & Erickson Financial Advisors
• Double Eagle Wealth Management
• EID Capital
• Fair Asset Management, LLC
• Financial Consulting Services
• Fireside Capital Advisors
• Fluent Financial

Fee-only advisors in Texas