Firm
Warwick Partners
Bryan, Texas
Fee-only
Warwick Partners at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 9 employees and 253 individual clients, 202 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 1,533 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Bryan, Texas |
|---|---|
| Website | warwickpartners.net |
| Phone | (979) 260-9777 |
Warwick Partners fees
Warwick Partners 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 | $2.5 billion |
| Individual clients | 51 |
| High-net-worth clients | 202 |
| Accounts managed | 1,533 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-14704) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 105951 |
Advisors at this firm (5)
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