Firm
TSA Wealth Management
Houston, Texas
Fee-only
TSA Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 262 individual clients, 126 of them high net worth.
- Its average account is about $539,000 (assets it manages divided by its 666 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | tsawm.com |
| Phone | (713) 735-9217 |
TSA Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"the first $2 million of account value is billed at an annual rate of 1% per year" source
"$10,000,001 and above.......………….……...0.20%" source
"First $2,000,000......…....................…..........1.00%" source
"All our services are provided as part of the asset management fee" 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 |
|---|---|
| Assets managed | $359 million |
| Individual clients | 136 |
| High-net-worth clients | 126 |
| Accounts managed | 666 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-126689) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 323123 |