Fee-only adviser · Allen, TX
Assetbuilder, Inc.
Assetbuilder, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Allen, Texas. On its latest Form ADV, filed November 3, 2026, it reports $813M in regulatory assets under management, 714 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 142665 · SEC file 801-67404 |
| Office | 1050 South Central Expy Suite 1140 Allen, TX 75013 |
| Phone | (972) 535-4040 |
| Website | assetbuilder.com |
| Regulatory assets under management | $813M |
| Individual clients | 467 non-high-net-worth, 247 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Allen
- New Dimensions Wealth Management, L.L.C. $182M
- Money Calculus LLC $22M
- Act Wealth Management, LLC $569M
- Steadtrust $618M
See all 5 fee-only advisers in Allen →
Nearby
- McKinney 4 firms
- Plano 36 firms
- Frisco 13 firms
- Richardson 7 firms
- Prosper 2 firms
- Carrollton 3 firms
- The Colony 1 firm
- Addison 4 firms
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