Firm
Vannoy Advisory Group
Austin, Texas
Fee-only
Vannoy Advisory Group at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 54 individual clients, 48 of them high net worth.
- Its average account is about $687,000 (assets it manages divided by its 251 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 | Austin, Texas |
|---|---|
| Website | vannoyadvisorygroup.com |
| Phone | (512) 759-7759 |
Vannoy Advisory Group 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.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our IA services fee starts at 0.85% per year for the first $750,000 of assets" source
"our IA services are best for Clients with at least $600,000 in investment assets" source
"Our IA services fee starts at 0.85% per year for the first $750,000 of assets" source
"We are currently accepting new Client relationships via ongoing engagements only." 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 · Hourly |
|---|---|
| Assets managed | $172 million |
| Individual clients | 6 |
| High-net-worth clients | 48 |
| Accounts managed | 251 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-125019) |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 145806 |