Pegasus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,872,622
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$484,078
About
Pegasus Wealth Management is a fee‑only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. Its services include comprehensive wealth management, financial planning, investment supervisory services, ERISA-focused retirement-plan management, and held‑away account aggregation and management through Pontera.
The firm emphasizes diversified portfolios that are largely passive and indexed with allocations guided by strategic and tactical asset‑allocation frameworks, occasional value tilts, and model‑portfolio selection supported by an outsourced chief investment officer. Although the firm holds limited trading authorization, it operates primarily on a non‑discretionary basis—reporting $4,338,149 in non‑discretionary assets as of December 31, 2025—and generally implements trades only with client approval.
Distinctive features disclosed in the brochure include the principal’s concurrent ownership of separate tax/accounting and insurance businesses and a real estate registration, relationships the firm acknowledges may create conflicts of interest and are disclosed to clients. It is also atypical for a solo independent adviser of this size to provide ERISA 3(38) plan services and to serve corporate or business clients in addition to individual investors.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$300 per planner-hour for Other Consulting Services.
Account minimum: $500,000 Fee-only: Financial Planning Services fees range from $2,500 to $20,000 based on complexity; Other Consulting Services charged at $300/hour.
Main office location
Pegasus Wealth Management
Richmond TX, United States
Number of offices
1
Most active in
Pegasus Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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