Dash Investments

Dash Investments at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 6 advisors are listed here.
• Its Form ADV reports 9 employees and 432 individual clients, 340 of them high net worth.
• Its average account is about $526,000 (assets it manages divided by its 1,295 accounts).
• Its website says it's taking new clients.

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

Facts

Dash Investments fees

Dash Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 (6)

• Jeffrey Bowlby

• Jonathan Dash

• Richard Bach

• Robert Badger

• Sebastian Lopez-Hafen

• Zain Griffith

Other fee-only firms in Plano

• Deramus Wealth Management
• Eubank, Hutson & Associates
• Financial Excavation
• Freshfield Capital
• Freshfield Investments
• Fulcrum Wealth Management
• Garner Asset Management
• Gordon Oak Financial

Fee-only advisors in Texas