Firm
SharpEdge Financial LLC
Southlake, Texas
Fee-only
SharpEdge Financial LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients.
- Its average account is about $108,000 (assets it manages divided by its 88 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Southlake, Texas |
|---|---|
| Website | sharpedgefinancial.com |
| [email protected] | |
| Phone | (469) 476-2890 |
SharpEdge Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Ongoing fee ranging from $400-750/month" source
"One-time flat fee starting at $5,000." source
"Under $500,000 1.00%" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 32 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 331971 |