EDK Advisory

EDK Advisory at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the PFS.
• Its Form ADV reports 3 employees and 33 individual clients, 22 of them high net worth.
• Its average account is about $331,000 (assets it manages divided by its 170 accounts).

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

Facts

EDK Advisory fees

EDK Advisory 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

Advisors at this firm (1)

• Evan Koch

  PFS

Other fee-only firms in Frisco

• Fortress Estate Solutions
• Frisco Financial Planning
• Oh Cap Asset Management
• Olimpio NEU & Associates
• OverShare Advice and Planning, LLC
• Phoenix Rising Wealth Management
• QuadCap Wealth Management
• Two Pillars Asset Management

Fee-only advisors in Texas