Stegent Equity Advisors

Stegent Equity Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 3 employees and 91 individual clients, 63 of them high net worth.
• Its average account is about $646,000 (assets it manages divided by its 377 accounts).

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

Facts

Stegent Equity Advisors fees

Stegent Equity 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

Advisors at this firm (2)

• Audrey Petrash

  CFP

• Loyd Stegent

  CFP · PFS

Other fee-only firms in Houston

• Stillforest Wealth Management
• Strategic Advisory Services
• Sucre'-Vail Wealth Advisors
• Tanglewood Legacy Advisors
• Tanglewood Total Wealth Management
• Taursas Investments
• Texas Assured Financial Planning LLC
• The Broughton Investment Group

Fee-only advisors in Texas