Trisperity Advisors

Trisperity Advisors 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 2 employees and 264 individual clients, 90 of them high net worth.
• Its average account is about $406,000 (assets it manages divided by its 825 accounts).

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

Facts

Trisperity Advisors fees

Trisperity Advisors 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 (2)

• Craig Narum

  CFP

• Jeffrey McCulloch

  CFP

Other fee-only firms in Katy

• Apex Wealth Management
• Dark Horse
• Drumond Wealth Management
• Lakes Wealth Advisory, LLC
• Marin Financial Group

Fee-only advisors in Texas