Nexus One Financial Advisors

Nexus One Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 6 advisors are listed here; 1 of 6 hold the CFP.
• Its Form ADV reports 10 employees and 685 individual clients, 185 of them high net worth.
• Its average account is about $332,000 (assets it manages divided by its 1,661 accounts).

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

Facts

Nexus One Financial Advisors fees

Nexus One Financial Advisors 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

Advisors at this firm (6)

• David Mott

• Douglas Bartol

  CFP · ChFC

• Evan Daniels

• Julianne Hoerman

• Paul Hofland

• Terry Bussard

Other fee-only firms in Plano

• No Fate BWWM
• PMG Family Office
• Safe Landing Financial
• SchlegelDunn
• SFMG Wealth Advisors
• Spartan Wealth Solutions
• Spectrum Advisors
• Strategic Financial Planning, Inc.

Fee-only advisors in Texas