Firm
Exponential Advisors
Weatherford, Texas
Fee-only
Exponential Advisors 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.
- Its ongoing planning fee starts at $3,000 a year, in line with the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Weatherford, Texas |
|---|---|
| Website | exponentialadvisors.net |
| [email protected] | |
| Phone | +16822941948800 |
Exponential Advisors 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 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Foundation Tier $250/month ($3,000/year)" source
"First $1,000,000 of AUM 1.00% annually" source
"Foundation Tier $250/month" source
"Flat monthly fee for financial planning services" 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 | $0 million |
| Accounts managed | 2 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 333416 |