Baron Financial Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Baron Financial Advisors, LLC provides financial planning services and recommends third-party investment advisors to clients. They tailor services to individual needs and monitor client accounts managed by third-party advisors. The firm does not manage client assets directly.
Fee Structure
Financial planning fees are fixed and range from $500 to $10,000, and are negotiable. If you terminate the financial planning service, you'll receive a prorated refund based on the work completed. For recommending and monitoring third-party advisors, the firm charges an annual fee ranging from 0.25% to 0.99% of assets under management, collected quarterly in advance. These fees are separate from the third-party advisor's fees.
Areas of Practice
Location
TX, United States