Firm
Texas Asset Management
Lakeway, Texas
Fee-only
Texas Asset Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 1 employee and 50 individual clients, 36 of them high net worth.
- Its average account is about $610,000 (assets it manages divided by its 106 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Lakeway, Texas |
|---|---|
| Website | texasasset.com |
| Phone | (512) 261-8800 |
Texas Asset Management fees
Texas Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 14 |
| High-net-worth clients | 36 |
| Accounts managed | 106 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 114714 |
Advisors at this firm (3)
Other fee-only firms in Texas
- Texas Assured Financial Planning LLC · Houston
- Texas Family Wealth · Friendswood
- TFR Capital · Plano
- The Aspen Equity Group · Waco
- The Broughton Investment Group · Houston
- The Dedicated Dollar, LLC · Fort Worth
- The Goff Financial Group · Houston
- The Helix Financial Group · Carrolltron