White Wing Wealth Management

White Wing Wealth Management 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 5 employees and 150 individual clients, 81 of them high net worth.
• Its average account is about $366,000 (assets it manages divided by its 500 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

White Wing Wealth Management fees

White Wing Wealth Management 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

Advisors at this firm (2)

• Clifton Mc Millan

• Meredith Stewart

Other fee-only firms in The Woodlands

• Wiseowl Capital
• Avion Wealth
• Bright Vision Wealth
• Diamond Client Group
• Financial Cornerstones
• First Move Financial
• Hodos Wealth Group
• IAS Wealth Management

Fee-only advisors in Texas