Firm
White River Investments
Cedar Park, Texas
Fee-only
White River Investments 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 40 individual clients, 8 of them high net worth.
- Its average account is about $201,000 (assets it manages divided by its 117 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cedar Park, Texas |
|---|---|
| Phone | (512) 809-0898 |
White River Investments fees
White River Investments 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 |
|---|---|
| Assets managed | $24 million |
| Individual clients | 32 |
| High-net-worth clients | 8 |
| Accounts managed | 117 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 313722 |