Firm
Valuetree Financial
Austin, Texas
Fee-only
Valuetree Financial 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 20 individual clients, 10 of them high net worth.
- Its average account is about $242,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | valuetreefinancial.com |
| Phone | (512) 423-4567 |
Valuetree Financial fees
Valuetree Financial 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 · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 10 |
| High-net-worth clients | 10 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 304226 |