Firm
III Financial, LLC
Cedar Park, Texas
Fee-only
III Financial, LLC 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 39 individual clients, 1 of them high net worth.
- Its average account is about $408,000 (assets it manages divided by its 105 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cedar Park, Texas |
|---|---|
| Website | iiifinancial.com |
III Financial, LLC fees
III Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Fixed fees |
|---|---|
| Assets managed | $43 million |
| Individual clients | 38 |
| High-net-worth clients | 1 |
| Accounts managed | 105 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 159844 |