Firm
Earls Financial LLC
Fort Worth, Texas
Fee-only
Earls Financial LLC 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 1 employee and 40 individual clients, 9 of them high net worth.
- Its average account is about $276,000 (assets it manages divided by its 87 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Fort Worth, Texas |
|---|---|
| Website | earlsfinancial.com |
| [email protected] | |
| Phone | (469) 200-2593 |
Earls Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"For $500, you’ll receive a 60-min laser-focused session on one of the topics below" source
"Wealth management services offered to households with $500K or more in investable assets" source
"For just under 1% Assets Under Management, you get The Retirement Package along with:" source
"Flat-fee retirement income planning for (pre)retirees and business owners." 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 · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 31 |
| High-net-worth clients | 9 |
| Accounts managed | 87 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 334284 |