Shade Tree Partners

Shade Tree Partners 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 3 employees and 60 individual clients.
• Its average account is about $926,000 (assets it manages divided by its 68 accounts).

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

Facts

Shade Tree Partners fees

Shade Tree Partners 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)

• Drew Harris

• Stanley Pyndus

• Timothy Purser

Other fee-only firms in Dallas

• Snowcap Capital Management
• Solid Rock Capital Management
• Stone Hill Wealth Management
• Street Light Wealth Management
• Sueing Investments
• The Wealth Observatory
• Think818
• Turtle Creek WealthCare

Fee-only advisors in Texas