Firm
Team Financial Strategies
Granbury, Texas
Fee-only
Team Financial Strategies at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 9 advisors are listed here; 4 of 9 hold the CFP.
- Its Form ADV reports 11 employees and 283 individual clients, 72 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 1,205 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Granbury, Texas |
|---|---|
| Website | teamstrategiesonline.com |
| [email protected] | |
| Phone | (817) 573-8326 |
Team Financial Strategies fees
Team Financial Strategies 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 · Fixed fees |
|---|---|
| Assets managed | $262 million |
| Individual clients | 211 |
| High-net-worth clients | 72 |
| Accounts managed | 1,205 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78596) |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 134104 |
Advisors at this firm (9)
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