Firm
Everlong Financial, LLC
Austin, Texas
Fee-only
Everlong 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 34 individual clients, 23 of them high net worth.
- Its average account is about $414,000 (assets it manages divided by its 168 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | everlongfinancial.com |
| [email protected] | |
| Phone | (512) 524-3832 |
Everlong 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | One-time plans or projects |
In the firm's words
"$3,000 - $15,000 per year based on complexity" source
"an upfront fee of $1,000 - $5,000" source
"$0 - $1 million 1.00%" source
"The Financial Planning service consist of an upfront fee of $1,000 - $5,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $69 million |
| Individual clients | 11 |
| High-net-worth clients | 23 |
| Accounts managed | 168 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 172634 |