First Move Financial

First Move Financial 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 29 individual clients.
• Its average account is about $111,000 (assets it manages divided by its 101 accounts).

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

Facts

First Move Financial fees

First Move Financial 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 (1)

• Donnie Carpenter

  CFP

Other fee-only firms in The Woodlands

• Hodos Wealth Group
• IAS Wealth Management
• Legacy Chief Financial
• Legacy Financial Designs, LLC
• Rhame & Gorrell Wealth Management
• Rosman Asset Management
• SF Planning Group LLC
• The SUM

Fee-only advisors in Texas