Firm
Turtle Creek WealthCare
Dallas, Texas
Fee-only
Turtle Creek WealthCare 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 1 employee and 77 individual clients, 24 of them high net worth.
- Its average account is about $530,000 (assets it manages divided by its 1 accounts).
- 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 | Dallas, Texas |
|---|---|
| Website | turtlecreekwc.com |
| Phone | (800) 680-6120 |
Turtle Creek WealthCare 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.
| One-time plan | From $750 |
|---|---|
| Asset-based fee | 1.35% a year on the first tier of assets |
| Account minimum | $250,000 |
| How it charges | Flat fee · Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Planning fee minimum: $750." source
"is 1.35% on the first $500,000, 1% on the next $500,000" source
"Household investable assets minimum is $250,000, however, we do accept clients with less when there is a good fit." source
"We charge a flat fee for financial planning engagements." 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 53 |
| High-net-worth clients | 24 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 142312 |