Fee-only adviser · Plano, TX
Vann Equity Management LLC
Vann Equity Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plano, Texas. On its latest Form ADV, filed October 5, 2026, it reports $231M in regulatory assets under management, 180 individual clients and 5 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 | 174239 · SEC file 801-80766 |
| Office | 4975 Preston Park Blvd #490 Plano, TX 75093 |
| Phone | (214) 983-0346 |
| Website | www.vannequitymanagement.com |
| Regulatory assets under management | $231M |
| Individual clients | 86 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 5, 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 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 Plano
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- Nexus One Financial Advisors LLC $552M
- Fulcrum Wealth Management $193M
- Moss, Luse & Womble, LLC $803M
See all 36 fee-only advisers in Plano →
Nearby
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- The Colony 1 firm
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- Allen 5 firms
- Lewisville 2 firms
- Little Elm 1 firm
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