A complete list of active advisors currently associated with DBA Fee Only Financial Planning, Inc.
Warmer can help you find a great advisor at DBA Fee Only Financial Planning, Inc. or one who fits your needs even better.
DBA Fee Only Financial Planning, Inc. provides fee-only financial planning and portfolio management to individual clients. Its Form ADV lists approximately $80 million in assets under management across 36 client relationships, indicating a small, concentrated client base. The firm charges fees on a percentage-of-AUM basis and offers ongoing investment management and periodic account reviews as described in its brochure. The ADV also outlines the firm’s methods of analysis and investment strategies, suggesting an emphasis on customized planning and monitoring rather than mass-market model portfolios. What distinguishes the firm from many peers is the relatively large assets-per-client — roughly $2.2 million on average — combined with a compact number of client relationships, which points to a concentrated, relationship-focused practice. The firm’s explicit fee-only identification in its name and disclosure materials further signals an emphasis on advisory compensation without commission-based conflicts.
To learn more about the advisors currently working at DBA Fee Only Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arlington, TX
| 35
|
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