Firm
Subnani Investment Research
Austin, Texas
Fee-only
Subnani Investment Research 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 24 individual clients.
- Its average account is about $619,000 (assets it manages divided by its 33 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | sinvestsllc.com |
| Phone | (361) 562-8474 |
Subnani Investment Research fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$0 - $499,999 1.25% (125 basis points)" source
"$20,000,000 - Above 0.55% (55 basis points)" source
"$0 - $499,999 1.25% (125 basis points)" 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 · Hourly |
|---|---|
| Assets managed | $20 million |
| Individual clients | 24 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 290044 |