Prestige Wealth Management

Prestige Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 9 employees and 297 individual clients, 22 of them high net worth.
• Its average account is about $168,000 (assets it manages divided by its 881 accounts).

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

Facts

Prestige Wealth Management fees

Prestige Wealth 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

Advisors at this firm (5)

• Andrew Gold

• Brian Drolet

  CFP

• Holden Ziels

  CFP

• Landon McIntyre

• Sean Cullen

Other fee-only firms in Southlake

• Rival Capital Management
• SharpEdge Financial LLC
• Solutions4Wealth
• Combs Capital Partners
• Linch Financial
• Mills Wealth Advisors

Fee-only advisors in Texas