Firm
Gap Financial Services
Austin, Texas
Fee-only
Gap Financial Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 93 individual clients, 63 of them high net worth.
- Its average account is about $451,000 (assets it manages divided by its 293 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | gapfinancialservices.com |
| [email protected] | |
| Phone | (512) 402-2920 |
Gap Financial Services fees
Gap Financial Services 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $132 million |
| Individual clients | 30 |
| High-net-worth clients | 63 |
| Accounts managed | 293 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-137500) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 288703 |