Firm
Freshfield Investments
Plano, Texas
Fee-only
Freshfield Investments 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 website says it's taking new clients.
- 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 | Plano, Texas |
|---|---|
| Website | freshfieldinvestments.com |
| [email protected] | |
| Phone | (469) 231-6040 |
Freshfield Investments fees
Freshfield Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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.