Firm
SFMG Wealth Advisors
Plano, Texas
Fee-only
SFMG Wealth Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 16 advisors are listed here; 12 of 16 hold the CFP.
- Its Form ADV reports 39 employees and 968 individual clients, 496 of them high net worth.
- Its average account is about $684,000 (assets it manages divided by its 4,323 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | sfmg.com |
| [email protected] | |
| Phone | (972) 960-6460 |
SFMG Wealth Advisors fees
SFMG Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $3.0 billion |
| Individual clients | 472 |
| High-net-worth clients | 496 |
| Accounts managed | 4,323 |
| Employees | 39 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-44699) |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 107548 |