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Wellspent public graph/Firms/Deep Think Investments
Firm

Deep Think Investments

Leander, Texas

Fee-only

Deep Think Investments 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 3 employees and 24 individual clients, 20 of them high net worth.
  • Its average account is about $866,000 (assets it manages divided by its 27 accounts).

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

Facts

Based inLeander, Texas
Websitedeepthinkinvestments.com
Phone(512) 422-2297

Deep Think Investments fees

Deep Think Investments 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 byPercentage of assets · Fixed fees
Assets managed$23 million
Individual clients4
High-net-worth clients20
Accounts managed27
Employees3
Planning clients0
Financial planningOffered
Form ADV filedJanuary 7, 2026
SEC recordCRD 305920

Advisors at this firm (2)

Other fee-only firms in Leander

Fee-only advisors in Texas