Firm
Think Different Wealth Advisors LLC
Allen, Texas
Fee-only
Think Different Wealth Advisors 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 18 individual clients, 12 of them high net worth.
- Its average account is about $206,000 (assets it manages divided by its 98 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Allen, Texas |
|---|---|
| Website | thinkdifferentwealth.com |
| [email protected] | |
| Phone | (469) 324-9007 |
Think Different Wealth Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1% a year |
|---|---|
| Account minimum | $300,000 |
| How it charges | Percentage of assets |
In the firm's words
"$3,000,001 and above 0.80% 0.50%" source
"the first million under management will be charged an annual fee rate of 1.00%" source
"For investment management, we require minimum assets under management of $300,000." source
"Our investment management fee is paid quarterly based on assets under management (AUM) at the end of each quarter." 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 · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 6 |
| High-net-worth clients | 12 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 315744 |