Firm
Orchard Financial Group
Austin, Texas
Fee-only
Orchard Financial Group 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 Form ADV reports 2 employees and 63 individual clients, 19 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 120 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | orchardfinancial.com |
| [email protected] | |
| Phone | (512) 655-3444 |
Orchard Financial Group 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.
| One-time plan | From $1,650 |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Flat fee |
In the firm's words
"Cost: $1650+ Based on services we discuss." source
"There are no asset minimums." source
"We charge an advisory fee based on the market value of the assets under management" source
"Cost: $1650+ Based on services we discuss." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 44 |
| High-net-worth clients | 19 |
| Accounts managed | 120 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 300320 |