Street Light Wealth Management

Street Light Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 13 individual clients, 2 of them high net worth.
• Its average account is about $299,000 (assets it manages divided by its 13 accounts).

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

Facts

Street Light Wealth Management fees

Street Light Wealth Management 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 (1)

• Ben Jackson

  CFA

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Fee-only advisors in Texas