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Wellspent public graph/Firms/Double Eagle Wealth Management
Firm

Double Eagle Wealth Management

Dallas, Texas

Fee-only

Double Eagle Wealth Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 2 employees and 82 individual clients, 62 of them high net worth.
  • Its average account is about $302,000 (assets it manages divided by its 359 accounts).

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

Facts

Based inDallas, Texas
Websiteexactmiss.com
Phone(214) 814-4978

Double Eagle Wealth Management fees

Double Eagle Wealth Management 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$109 million
Individual clients20
High-net-worth clients62
Accounts managed359
Employees2
Planning clients51-100
Registered withThe SEC (801-136470)
Financial planningOffered
Form ADV filedJuly 9, 2026
SEC recordCRD 330398

Advisors at this firm (1)

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