Firm
EZ Financial Group
Pearland, Texas
Fee-only
EZ Financial Group 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 54 individual clients.
- Its average account is about $143,000 (assets it manages divided by its 54 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Pearland, Texas |
|---|---|
| Website | ezfgi.com |
| Phone | (832) 392-7999 |
EZ Financial Group fees
EZ Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 54 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2025 |
| SEC record | CRD 143813 |