Uptown Capital Advisors

Uptown Capital Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 136 individual clients, 92 of them high net worth.
• Its average account is about $615,000 (assets it manages divided by its 250 accounts).

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

Facts

Uptown Capital Advisors fees

Uptown Capital 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)

• Christopher Carrie

• James Sawers

Other fee-only firms in Dallas

• Walnut Hill Wealth Management, LLC
• Westmont Capital Advisors
• William B. Larson, CPA
• Ackerman Capital Management
• Afrobloc
• Allred Harris Wealth Management.
• Apeiron
• Applewhite & Buys Financial Advisors

Fee-only advisors in Texas