Flat-Fee, Fee-Only Wealth Management for Texas Families

Fee-only wealth planning for families across Texas, based in Austin.

Why Choose Sevey Wealth?

We work with successful Texas families — typically with $2 million to $20 million in wealth — who have outgrown generic advice and one-size-fits-all portfolios.

Our clients are professionals, business owners, and retirees who want a real plan connecting their taxes, investments, retirement income, and estate — not a cookie-cutter strategy built for someone else's average.

You might be a good fit if you're:

Approaching retirement and want a stress-tested income plan
Questioning whether your current advisor's AUM fee is worth it
Navigating a major transition — a business sale, divorce, inheritance, or sudden liquidity event
A longtime DIY investor whose complexity has outgrown the spreadsheet

Whatever brought you here, the question is the same: Is your wealth working as hard as you did to build it?

Who We Serve

Percentage Fees Take More of Your Money Over Time. Flat Fees Never Will.

Traditional Advisors Use “Percentage” Fees

Most advisors charge a percentage fee on the assets they manage for you (AUM). At first, it may seem small, but over time, two things happen:

As your wealth grows, their fee grows exponentially through compounding.
This ongoing fee significantly reduces your investment returns.

The result being more of your money goes to them.

Sevey Wealth Uses Flat Fees

At Sevey Wealth, we take a different approach. We charge a flat fee that stays the same, no matter how much your wealth grows. Unlike percentage-based fees, a flat fee doesn’t increase over time.

The result being more of your money stays with you.

The Long-Term Impact Is Substantial

Many traditional advisors avoid talking about percentage-based fees and their effect over time. Take a closer look at how percentage fees on your AUM compare to a flat fee model.

The difference in what you keep over the years is clear—and it’s in your favor with Sevey Wealth.

Calculate Your Savings

Flat Fees Reinforce the Commitment to Act as a True Fiduciary

A flat fee structure ensures advice is always objective, transparent, and focused solely on what’s best for the client. This model eliminates conflicts of interest tied to portfolio size or product sales, and prioritizes client needs over compensation.