Firm
Mountain Flower Investments & Planning
New Braunfels, Texas
Fee-only
Mountain Flower Investments & Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its average account is about $248,000 (assets it manages divided by its 58 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | New Braunfels, Texas |
|---|---|
| Website | mountainflowerinvest.com |
| [email protected] | |
| Phone | (776) 791-3599 |
Mountain Flower Investments & Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"(Minimum of $500,000 in assets under management)" source
"(Minimum of $500,000 in assets under management)" source
"(Minimum of $500,000 in assets under management)" 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 | $14 million |
| Individual clients | 16 |
| Accounts managed | 58 |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 305469 |