The Dedicated Dollar, LLC

The Dedicated Dollar, LLC at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 14 individual clients.
• Its average account is about $56,000 (assets it manages divided by its 72 accounts).

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

Facts

The Dedicated Dollar, LLC fees

The Dedicated Dollar, LLC 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)

• Lacy Rogers

  CFP

Other fee-only firms in Fort Worth

• Waymaker Financial Planning
• Wilkins Advisors
• AKG Financial Group
• Aspen Wealth Management
• Aspenridge Wealth Advisors
• Baynes Investment Counsel
• Cahill Financial Advisors, Inc.
• CF Financial

Fee-only advisors in Texas