Firm
Cultivar Capital
Denton, Texas
Fee-only
Cultivar Capital 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 3 employees and 345 individual clients, 142 of them high net worth.
- Its average account is about $380,000 (assets it manages divided by its 987 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Denton, Texas |
|---|---|
| Website | cultivarcapital.com |
| Phone | (940) 600-4553 |
Cultivar Capital fees
Cultivar Capital 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 |
|---|---|
| Assets managed | $375 million |
| Individual clients | 203 |
| High-net-worth clients | 142 |
| Accounts managed | 987 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-73055) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 160145 |