Firm
Linch Financial
Southlake, Texas
Fee-only
Linch Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 51 individual clients, 23 of them high net worth.
- Its average account is about $517,000 (assets it manages divided by its 79 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Southlake, Texas |
|---|---|
| Website | linchfinancial.com |
| [email protected] | |
| Phone | (817) 442-5835 |
Linch Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% to 2.99% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The fee ranges from .0625% to .7475% of assets per quarter, depending on account size and performance." source
"The fee ranges from .0625% to .7475% of assets per quarter, depending on account size and performance." source
"The fee ranges from .0625% to .7475% of assets per quarter, depending on account size and performance." source
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 | Percentage of assets |
|---|---|
| Assets managed | $41 million |
| Individual clients | 28 |
| High-net-worth clients | 23 |
| Accounts managed | 79 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 168464 |