Firm
Traditions Wealth Advisors, LLC.
College Station, Texas
Fee-only
Traditions Wealth Advisors, LLC. at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 11 employees and 75 individual clients, 60 of them high net worth.
- Its average account is about $384,000 (assets it manages divided by its 247 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | College Station, Texas |
|---|---|
| Website | traditionswealthadvisors.com |
| Phone | (979) 694-9100 |
Traditions Wealth Advisors, LLC. fees
Traditions Wealth Advisors, 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $95 million |
| Individual clients | 15 |
| High-net-worth clients | 60 |
| Accounts managed | 247 |
| Employees | 11 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 128135 |