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Wellspent public graph/Firms/Newmyer Wealth Management
Firm

Newmyer Wealth Management

Houston, Texas

Fee-only

Newmyer Wealth Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 80 individual clients, 41 of them high net worth.
  • Its average account is about $449,000 (assets it manages divided by its 145 accounts).

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

Facts

Based inHouston, Texas
Websitenewmyerwealth.com
Phone(281) 214-2700

Newmyer Wealth Management fees

Newmyer Wealth Management 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 byPercentage of assets · Fixed fees
Assets managed$65 million
Individual clients39
High-net-worth clients41
Accounts managed145
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedOctober 7, 2026
SEC recordCRD 135896

Advisors at this firm (1)

Other fee-only firms in Houston

Fee-only advisors in Texas