Firm
Sevey Wealth Advisors
Austin, Texas
Fee-only
Facts
| Based in | Austin, Texas |
|---|---|
| Website | seveywealth.com |
| Phone | (512) 647-8886 |
Sevey Wealth Advisors 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"you pay a flat annual fee — $10,000/year, billed quarterly" source
"you pay a flat annual fee — $10,000/year, billed quarterly" 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 | Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 324450 |