Firm
Decision Tree Advisor
Houston, Texas
Fee-only
Decision Tree Advisor at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $142,000 (assets it manages divided by its 14 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | decisiontreeadvisor.com |
| Phone | (404) 395-1400 |
Decision Tree Advisor fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $600 |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"We charge 0.80% (80 basis points) and scale down to 0.60% (60 basis points)" source
"We price this kind of plan from $600 to a maximum of $5,000, depending on the complexity of the problem." source
"We also do not have minimums because everyone deserves a chance at financial security and freedom." source
"We price this kind of plan from $600 to a maximum of $5,000, depending on the complexity of the problem." source
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 | $2 million |
| Individual clients | 8 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 322530 |