Firm
Howard Financial Services
Dallas, Texas
Fee-only
Howard Financial Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 14 advisors are listed here; 6 of 14 hold the CFP.
- Its Form ADV reports 24 employees and 410 individual clients, 259 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 1,276 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | hfs-wm.com |
| Phone | (214) 346-0785 |
Howard Financial Services fees
Howard 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 | $1.4 billion |
| Individual clients | 151 |
| High-net-worth clients | 259 |
| Accounts managed | 1,276 |
| Employees | 24 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-46741) |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 107978 |