Garza Financial Planning

Garza Financial Planning 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 40 individual clients.
• Its average account is about $84,000 (assets it manages divided by its 164 accounts).

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

Facts

Garza Financial Planning fees

Garza Financial Planning 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)

• Victor Garza

  CFP

Other fee-only firms in Dallas

• Gatens Financial LLC
• Goldstein Financial Future
• Halcyon Global Advisors, LLC.
• Hartmann Taylor Wealth Management
• Harvester Wealth
• High Flight Financial LLC
• Hoffman Wealth Advisors
• Holman Wealth Management, LLC

Fee-only advisors in Texas