Firm
PER Stirling Capital Management
Austin, Texas
Fee-only
PER Stirling Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 16 advisors are listed here; 7 of 16 hold the CFP.
- Its Form ADV reports 30 employees and 1,074 individual clients, 471 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 3,766 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | perstirling.com |
| Phone | (512) 628-2300 |
PER Stirling Capital Management fees
PER Stirling Capital Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 603 |
| High-net-worth clients | 471 |
| Accounts managed | 3,766 |
| Employees | 30 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-70707) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 151671 |