Firm
Teamwork Financial Group
San Antonio, Texas
Fee-only
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | teamworkfinancial.com |
| [email protected] | |
| Phone | (210) 687-1333 |
Teamwork Financial Group 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 | 1.2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"starting at 1.2% annually and decreasing as assets under management increase" source
"Our advisory fees are based on a tiered schedule, starting at 1.2% annually and decreasing as assets under management increase." 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 · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 1,487 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 165237 |