Inflection Financial

Inflection Financial at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 4 employees and 54 individual clients, 39 of them high net worth.
• Its average account is about $1.9 million (assets it manages divided by its 256 accounts).

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

Facts

Inflection Financial fees

Inflection Financial 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 (2)

• Mary Haselhorst

• Philip White

  CFP · ChFC · CFA

Other fee-only firms in San Antonio

• J.W. Hall Financial
• Janus Financial Planning, LLC
• Larsen Financial Management
• Lifetime Financial Planners LLC
• Magister Wealth
• Mark Muecke Capital Management
• Martin Capital Advisors
• Oakridge Financial Planning (OFP)

Fee-only advisors in Texas