Firm
New Dimensions Wealth Management, LLC
Allen, Texas
Fee-only
New Dimensions Wealth Management, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 111 individual clients, 72 of them high net worth.
- Its average account is about $357,000 (assets it manages divided by its 508 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Allen, Texas |
|---|---|
| Website | ndwealth.com |
| [email protected] | |
| Phone | (972) 972-8565 |
New Dimensions Wealth Management, LLC fees
New Dimensions Wealth Management, LLC 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, flat fee. 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 · Fixed fees |
|---|---|
| Assets managed | $182 million |
| Individual clients | 39 |
| High-net-worth clients | 72 |
| Accounts managed | 508 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128238) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 152136 |