Firm
Outlier Financial Partners
San Angelo, Texas
Fee-only
Outlier Financial Partners at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 126 individual clients, 15 of them high net worth.
- Its average account is about $65,000 (assets it manages divided by its 376 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Angelo, Texas |
|---|---|
| Website | outlierfinancialpartners.com |
| Phone | (325) 223-2800 |
Outlier Financial Partners fees
Outlier Financial Partners 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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 111 |
| High-net-worth clients | 15 |
| Accounts managed | 376 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 330474 |
Advisors at this firm (3)
Other fee-only firms in Texas
- Outrunner Capital · Austin
- OverRidge Wealth Advisors · Fort Worth
- OverShare Advice and Planning, LLC · Frisco
- OWM Advice and Asset Management, Inc. · Houston
- Pacifica Partners · Surrey
- Palermo Wealth Management, LLC · San Antonio
- Panteles Advisors · Argyle
- Paradigm Advisors, L.L.C. · Dallas