Firm
Tubreauxs Wealth & Legacy Solutions
Jasper, Texas
Fee-only
Tubreauxs Wealth & Legacy Solutions at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 35 individual clients.
- Its average account is about $137,000 (assets it manages divided by its 92 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Jasper, Texas |
|---|---|
| Website | tubreauxs.com |
| Phone | (409) 377-8060 |
Tubreauxs Wealth & Legacy Solutions fees
Tubreauxs Wealth & Legacy Solutions 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 35 |
| Accounts managed | 92 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 291856 |
Advisors at this firm (1)
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