Firm
Rival Capital Management
Southlake, Texas
Fee-only
Rival Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 2 employees and 10 individual clients.
- Its average account is about $300,000 (assets it manages divided by its 10 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Southlake, Texas |
|---|---|
| Website | rivalcapitalmanagement.com |
| Phone | (972) 890-4398 |
Rival Capital Management fees
Rival Capital 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 |
|---|---|
| Assets managed | $3 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 332898 |