Firm
Marcuard Family Office
Zurich, Texas
Fee-only
Marcuard Family Office at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 36 employees and 77 individual clients, 65 of them high net worth.
- Its average account is about $22.8 million (assets it manages divided by its 380 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Zurich, Texas |
|---|---|
| Website | marcuardfamilyoffice.com |
Marcuard Family Office fees
Marcuard Family Office 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
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $8.7 billion |
| Individual clients | 12 |
| High-net-worth clients | 65 |
| Accounts managed | 380 |
| Employees | 36 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-71914) |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 155003 |