Firm
Shadowridge Asset Management
Austin, Texas
Fee-only
Shadowridge Asset Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 9 employees and 614 individual clients, 53 of them high net worth.
- Its average account is about $146,000 (assets it manages divided by its 870 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | shadowridgeinvest.com |
| Phone | (888) 434-1427 |
Shadowridge Asset Management fees
Shadowridge Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 561 |
| High-net-worth clients | 53 |
| Accounts managed | 870 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131300) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 162066 |