Schlindwein Associates

Schlindwein Associates 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 CIC.
• Its Form ADV reports 3 employees and 118 individual clients, 44 of them high net worth.
• Its average account is about $460,000 (assets it manages divided by its 363 accounts).

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

Facts

Schlindwein Associates fees

Schlindwein Associates 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)

• Adam Rich

• Edgar Cortez

• Timothy Schlindwein

  CIC

Other fee-only firms in Dallas

• Shade Tree Partners
• Snowcap Capital Management
• Solid Rock Capital Management
• Stone Hill Wealth Management
• Street Light Wealth Management
• Sueing Investments
• The Wealth Observatory
• Think818

Fee-only advisors in Texas