Firm
Tiverton Wealth
The Woodlands, Texas
Fee-only
Tiverton Wealth 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.
- Its ongoing planning fee starts at $2,400 a year, below the Texas median of $3,000.
- 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 | The Woodlands, Texas |
|---|---|
| Website | tivertonwealth.com |
Tiverton Wealth 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$200 per month $2,400 per year" source
"$500 to $10,000, one time" source
"Tiverton Wealth charges flat-dollar fees, not a percentage of your assets." source
"a flat monthly fee under your written advisory agreement" 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 | Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 339410 |