Firm
Fair Asset Management, LLC
Dallas, Texas
Fee-only
Fair Asset Management, 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 47 individual clients, 31 of them high net worth.
- Its average account is about $637,000 (assets it manages divided by its 188 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Texas median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | fairassetmgmt.com |
| [email protected] |
Fair Asset Management, 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 $7,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$7,500 per year, per client relationship" source
"underscored by our flat annual retainer fee structure" 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 | $120 million |
| Individual clients | 16 |
| High-net-worth clients | 31 |
| Accounts managed | 188 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135484) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 334853 |