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Wellspent public graph/Firms/Diesslin Group, Inc.
Firm

Diesslin Group, Inc.

Fort Worth, Texas

Fee-only

Diesslin Group, Inc. at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 6 advisors are listed here; 2 of 6 hold the CFP.
  • Its Form ADV reports 12 employees and 280 individual clients, 147 of them high net worth.
  • Its average account is about $623,000 (assets it manages divided by its 1,117 accounts).

Specialties Tax planning · Retirement planning · Small business owners

Works with Ultra high net worth · Multi-generational families

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

Facts

Based inFort Worth, Texas
Websitediesslin.com
Email[email protected]
Phone(817) 332-6122

Diesslin Group, Inc. fees

Diesslin Group, Inc. 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 · Hourly · Fixed fees · Performance-based fees
Assets managed$696 million
Individual clients133
High-net-worth clients147
Accounts managed1,117
Employees12
Planning clients251-500
Registered withThe SEC (801-31827)
Financial planningOffered
Form ADV filedAugust 25, 2026
SEC recordCRD 110557

Advisors at this firm (6)

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