Private Group Wealth Management: fee-only advisory firm

Private Group Wealth Management at a glance

One of 690 fee-only firms based in Texas in the Wellspent graph.
2 advisors are listed here.
Its Form ADV reports 2 employees and 61 individual clients, 35 of them high net worth.
Its average account is about $533,000 (assets it manages divided by its 60 accounts).

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

Facts

Based in	Fredericksburg, Texas
Website	pgwm.net
Phone	(361) 442-5105

Private Group Wealth Management fees

Private Group Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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	$32 million
Individual clients	26
High-net-worth clients	35
Accounts managed	60
Employees	2
Planning clients	1-10
Financial planning	Offered
Form ADV filed	October 21, 2026
SEC record	CRD 118231

Advisors at this firm (2)

Other fee-only firms in Texas

Fee-only advisors in Texas

Private Group Wealth Management