Firm
Wealth Beyond Math™
Austin, Texas
Fee-only
Wealth Beyond Math™ at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 1 of them high net worth.
- Its average account is about $117,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | beyond-wealth.com |
| [email protected] | |
| Phone | (512) 316-7298 |
Wealth Beyond Math™ fees
Wealth Beyond Math™ 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 9 |
| High-net-worth clients | 1 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 331995 |