Ubequity Wealth Management, LLC

Ubequity Wealth Management, 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 2 employees and 45 individual clients, 17 of them high net worth.
• Its average account is about $322,000 (assets it manages divided by its 156 accounts).

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

Facts

Ubequity Wealth Management, LLC fees

Ubequity Wealth Management, 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

Advisors at this firm (2)

• John Hickey

  CFP

• Kent Hickey

  CFP · CPWA · MBA

Other fee-only firms in Round Rock

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• Inked Investments
• Majestic Oak Financial
• Perry Investment Management
• Ridley Wealth Management
• Thrifty Scotty Financial

Fee-only advisors in Texas