Fee-only adviser · Waco, TX
Bible & Sovereign Partners Financial Services
Bible & Sovereign Partners Financial Services is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Waco, Texas. On its latest Form ADV, filed December 3, 2018, it reports 1 employee who gives 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 | State-registered: Texas |
|---|---|
| Firm CRD number | 299244 |
| Office | 2525 E Lakeshore DR #1807 Waco, TX 76705 |
| Phone | (254) 495-6899 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 3, 2018 |
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.
- 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 Waco
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- Ecapital Advisors, Inc. $16M
- Academy Capital Management $1.2B
- Investments Plus LLC $37M
See all 8 fee-only advisers in Waco →
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