Daniels & Erickson Financial Advisors

Daniels & Erickson Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 60 individual clients, 45 of them high net worth.
• Its average account is about $1.4 million (assets it manages divided by its 148 accounts).

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

Facts

Daniels & Erickson Financial Advisors fees

Daniels & Erickson Financial 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 (3)

• Clay Daniels

• David Nelson

  CFP

• Michael Pendleton

  CFP

Other fee-only firms in Dallas

• Double Eagle Wealth Management
• EID Capital
• Fair Asset Management, LLC
• Financial Consulting Services
• Fireside Capital Advisors
• Fluent Financial
• Fondren Oaks Capital Management
• Forteris Wealth Management

Fee-only advisors in Texas