Old Vine Capital

Old Vine Capital 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 50 individual clients, 30 of them high net worth.
• Its average account is about $621,000 (assets it manages divided by its 269 accounts).

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

Facts

Old Vine Capital fees

Old Vine Capital 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 (1)

• Neil Kay

Other fee-only firms in Austin

• Optas, LLC
• Orchard Financial Group
• ORF Capital Management
• Origin Wealth Advisers
• Outrunner Capital
• Park 64 Capital
• Peltoma Capital Partners
• PER Stirling Capital Management

Fee-only advisors in Texas