Firm
Fruit of the Vine Financial
New Braunfels, Texas
Fee-only
Fruit of the Vine 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 9 individual clients, 2 of them high net worth.
- Its average account is about $401,000 (assets it manages divided by its 21 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | New Braunfels, Texas |
|---|---|
| Website | fruitofthevinefinancial.com |
| [email protected] | |
| Phone | (830) 282-0654 |
Fruit of the Vine Financial 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.
| One-time plan | From $2,500 |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Bronze Level ( $2,500)" source
"The Foundational Plan (steps 1-5) is a one-time cost" source
"Ongoing Financial Planning (step 6. Monitor & Update) has a recurring cost, billed quarterly" source
"We also offer investment management as a separate service or in combination with ongoing financial planning." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 7 |
| High-net-worth clients | 2 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 325004 |