Kipos Wealth

Kipos Wealth at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 98 individual clients, 35 of them high net worth.
• Its average account is about $261,000 (assets it manages divided by its 411 accounts).

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

Facts

Kipos Wealth fees

Kipos Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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)

• Alexander Bischoff

• Nathan Graves

Other fee-only firms in Denton

• Relevance Capital Management
• Aesop Advisor
• Cates Financial Planning, LLC
• Counterbalance Divorce Solutions
• Cultivar Capital

Fee-only advisors in Texas