Spartan Wealth Solutions

Spartan Wealth Solutions 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 9 individual clients.
• Its average account is about $275,000 (assets it manages divided by its 34 accounts).
• Its website says it's taking new clients.

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

Facts

Spartan Wealth Solutions fees

Spartan Wealth Solutions 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

Advisors at this firm (1)

• Chad Johnson

  CFP

Other fee-only firms in Plano

• Spectrum Advisors
• Strategic Financial Planning, Inc.
• Tbms Wealth
• TFR Capital
• The Watchman Group
• Valinor Wealth Management
• Vessel Financial Planning
• Your Richest Life, LLC

Fee-only advisors in Texas