SchlegelDunn

SchlegelDunn at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 4 employees and 154 individual clients, 75 of them high net worth.
• Its average account is about $522,000 (assets it manages divided by its 535 accounts).

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

Facts

SchlegelDunn fees

SchlegelDunn 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

Advisors at this firm (3)

• Brent Dunn

  CFP

• Scott Schlegel

  CFP

• Steven Schlegel

  CFP

Other fee-only firms in Plano

• SFMG Wealth Advisors
• Spartan Wealth Solutions
• Spectrum Advisors
• Strategic Financial Planning, Inc.
• Tbms Wealth
• TFR Capital
• The Watchman Group
• Valinor Wealth Management

Fee-only advisors in Texas