Do you have an office in Dallas?

We do not keep a physical office in Dallas. We have an advisor serving clients throughout the Dallas–Fort Worth metroplex. Our single office is in Leander, Texas, and we work with Dallas households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.

What is the minimum to work with an advisor in Dallas?

There is no minimum. We are happy to have a first conversation with Dallas households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.

How much do financial advisors in Dallas charge?

Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

Advisor on the ground

Fee-only financial advisors in Dallas, TX

Name: Ankerstar Wealth
Address: 3835 CR 175, Unit #840, Leander, TX, 78641, US
Telephone: 512-614-0085
Price range: 0.40% – 0.95% of assets under management

We have an advisor serving clients throughout the Dallas–Fort Worth metroplex.

Book a conversation 512-614-0085

What we see here

Dallas money has its own shape.

Dallas households frequently carry executive compensation, deferred comp plans, and business ownership interests — situations where the tax and concentration questions dominate the investment question.

Whatever the local specifics, the first pass is the same one we run everywhere: what are you paying in tax you did not have to, what are you paying in fees you cannot see, and how much of your outcome rides on a single position. Those three answers usually matter more than the next investment idea.

Services in Dallas

Do you have an office in Dallas?: We do not keep a physical office in Dallas. We have an advisor serving clients throughout the Dallas–Fort Worth metroplex. Our single office is in Leander, Texas, and we work with Dallas households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.
What is the minimum to work with an advisor in Dallas?: There is no minimum. We are happy to have a first conversation with Dallas households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.
How much do financial advisors in Dallas charge?: Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

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