Firm
Patton Wealth Advisors
Dallas, Texas
Fee-only
Patton Wealth Advisors 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 129 individual clients, 84 of them high net worth.
- Its average account is about $3.6 million (assets it manages divided by its 273 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | pattonwealth.com |
| Phone | (214) 234-9900 |
Patton Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"up to $5,000,000 1.50%" source
"The fee for creating a comprehensive financial plan ranges from $1,000 - $5,000 depending" source
"Minimum investment: $500,000." source
"1.50% annual management fee on the entire portfolio with no performance fee." 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $977 million |
| Individual clients | 45 |
| High-net-worth clients | 84 |
| Accounts managed | 273 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-88211) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 120533 |