J Beaver Investment Advisors

J Beaver Investment Advisors 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 233 individual clients, 15 of them high net worth.
• Its average account is about $262,000 (assets it manages divided by its 279 accounts).

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

Facts

J Beaver Investment Advisors fees

J Beaver Investment Advisors 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)

• Jason Beaver

Other fee-only firms in El Paso

• Lauterbach Financial Advisors
• PecuSavvy Financial
• Retirement Resources Wealth Management
• Rockbound Wealth Management
• Sophronia Wealth Advisors, Inc.
• Virtus Family Office
• Iron Oak Capital Management

Fee-only advisors in Texas