Firm
Sovereign Asset Advisors
Cedar Park, Texas
Fee-only
Sovereign Asset Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $192,000 (assets it manages divided by its 12 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cedar Park, Texas |
|---|---|
| Website | sovereignassetadvisors.com |
| Phone | (512) 270-8198 |
Sovereign Asset Advisors fees
Sovereign Asset Advisors 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2 million |
| Individual clients | 6 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 311083 |