Real Wealth Planning: fee-only advisory firm

Real Wealth Planning at a glance

One of 690 fee-only firms based in Texas in the Wellspent graph.
3 advisors are listed here; 1 of 3 hold the CFP.
Its Form ADV reports 3 employees and 47 individual clients, 11 of them high net worth.
Its average account is about $110,000 (assets it manages divided by its 337 accounts).
Its website says it's taking new clients.

Specialties Tax planning · Small business owners

Works with Mid-life transitions

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

Facts

Based in	Sunset Valley, Texas
Website	realwealthplanning.com
Email	[email protected]
Phone	(512) 222-9280

Real Wealth Planning fees

Real Wealth Planning 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	$37 million
Individual clients	36
High-net-worth clients	11
Accounts managed	337
Employees	3
Planning clients	26-50
Financial planning	Offered
Form ADV filed	March 31, 2026
SEC record	CRD 311106

Advisors at this firm (3)

Other fee-only firms in Texas

Fee-only advisors in Texas

Real Wealth Planning