Firm
Relic Wealth Management
Ponder, Texas
Fee-only
Relic 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 1 employee and 70 individual clients.
- Its average account is about $59,000 (assets it manages divided by its 70 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Ponder, Texas |
|---|---|
| Phone | (540) 817-1475 |
Relic Wealth Management fees
Relic 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
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 70 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 325946 |
Advisors at this firm (2)
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