Fee-only adviser · Richardson, TX
Bland Garvey Wealth Advisors, LLC
Bland Garvey Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Richardson, Texas. On its latest Form ADV, filed March 18, 2026, it reports $241M in regulatory assets under management, 114 individual clients and 4 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 | 140066 · SEC file 801-70358 |
| Office | 2600 North Central Expressway Suite 550 Richardson, TX 75080 |
| Phone | (972) 231-2503 |
| Website | www.blandgarvey.com/WEALTH-MANAGEMENT |
| Regulatory assets under management | $241M ($238M discretionary) |
| Individual clients | 47 non-high-net-worth, 67 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Richardson
- LD Lowe Wealth Advisory $119M
- Guiding Wealth Management, LLC $59M
- Tuggle & Russell, L.L.C. $14M
- Sendera Wealth Advisors $17M
- Bowie Capital Management, LLC $2.8B
- Jardine Financial Group $75M
See all 7 fee-only advisers in Richardson →
Nearby
- Addison 4 firms
- Plano 36 firms
- Garland 2 firms
- Carrollton 3 firms
- Dallas 151 firms
- Allen 5 firms
- Frisco 13 firms
- The Colony 1 firm
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