ENZI Wealth

ENZI Wealth at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 7 employees and 219 individual clients, 140 of them high net worth.
• Its average account is about $521,000 (assets it manages divided by its 866 accounts).

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

Facts

ENZI Wealth fees

ENZI Wealth 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 (5)

• Daniel Martinez

• Daniel Snowden

  CFP

• David Martinez

  CFP

• William Martinez

  CFP

• Zachariah Wood

Other fee-only firms in Austin

• Esquires Group
• Everlong Financial, LLC
• Financial Gravity Asset Management
• Finpower
• Founder Family Financial
• Gap Financial Services
• GCB Private Wealth
• Gen Y Planning

Fee-only advisors in Texas