Holdfast Wealth Management

Holdfast Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 164 individual clients, 28 of them high net worth.
• Its average account is about $160,000 (assets it manages divided by its 515 accounts).

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

Facts

Holdfast Wealth Management fees

Holdfast Wealth Management 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)

• John Dapper

Other fee-only firms in Austin

• Integra Asset Advisors, LC
• Integrated Wealth Strategies
• Ironbridge Private Wealth
• Kelly Klingaman Financial Planning
• Kibbel Financial Planning
• KM Capital Management
• Lake Hills Wealth Management
• Lewis Weil

Fee-only advisors in Texas