Firm
Resonance Financial
Cedar Park, Texas
Fee-only
Resonance Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 16 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 33 accounts).
- Its hourly rate of $350 is above the Texas median of $250.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cedar Park, Texas |
|---|---|
| Website | rezfin.com |
| [email protected] | |
| Phone | (512) 456-7554 |
Resonance Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $350 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"stand-alone financial planning is available at $350 per hour, with a $3,500 minimum engagement." source
"On the first $1,000,000 1.00%" source
"Minimum relationship size is $1 million in investable assets, unless a specific arrangement is accepted." source
"stand-alone financial planning is available at $350 per hour, with a $3,500 minimum engagement." source
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 | $43 million |
| Individual clients | 4 |
| High-net-worth clients | 16 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 171095 |