Firm
IAS Wealth Management
The Woodlands, Texas
Fee-only
IAS Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 8 employees and 232 individual clients, 134 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 235 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | iaswealth.com |
| Phone | (281) 364-0606 |
IAS Wealth Management fees
IAS 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $589 million |
| Individual clients | 98 |
| High-net-worth clients | 134 |
| Accounts managed | 235 |
| Employees | 8 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-60648) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 112486 |