Lauterbach Financial Advisors

Lauterbach Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 12 advisors are listed here; 2 of 12 hold the CFP.
• Its Form ADV reports 5 employees and 367 individual clients, 156 of them high net worth.
• Its average account is about $675,000 (assets it manages divided by its 1,038 accounts).

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

Facts

Lauterbach Financial Advisors fees

Lauterbach Financial 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 (12)

• Adrian Brito

• Billy DeFrance

  CFP

• Cynthia Fields

• Daniel Sonnen

  CFP · CFA

• Jon Sonnen

  PFS

• Lariza Varela

• Matthew Kerr

• Scott Kobren

• Stephen Rash

• Steve Lauterbach

• Suzanne Lindau

  PFS

• William Johns

Other fee-only firms in El Paso

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

Fee-only advisors in Texas