Asset Achievers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Asset Achievers, LLC provides comprehensive financial planning and non-discretionary portfolio management to individuals, including high-net-worth clients, and offers educational services and financial coaching to individuals, small businesses, and educational institutions. The firm delivers recommendations on a non-discretionary basis and does not take custody of client assets.
Its investment approach combines Modern Portfolio Theory with fundamental and technical analysis and generally favors long-term, buy-and-hold allocations implemented with low-cost mutual funds and ETFs. Portfolio management services are offered only in conjunction with comprehensive planning, all recommendations require client approval, and the firm does not provide ongoing discretionary monitoring unless separately engaged.
Compared with many investment-manager peers that typically charge percentage-of-AUM fees, Asset Achievers relies on fixed-fee planning arrangements and limited-scope hourly billing and also runs public educational courses and workshops—services that are uncommon for firms in this category. The firm discloses co-ownership of Reducify, a student-loan education business it may recommend (a potential conflict of interest), and recently revised its offerings to move away from discretionary management in favor of non-discretionary planning and advice.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Equity Recipients (RS/RSU, SOP, ESPP)
General retirement planning
Fee options
Comprehensive Financial Planning fees range from $4,500 to $10,000 depending on complexity; Financial Coaching and Educational Courses fees range from $300 to $8,000 (negotiable)
$400 per hour with a two-hour minimum for limited scope engagements
Fee-only: $400 per hour with a two-hour minimum for limited scope engagements
Most active in
Asset Achievers has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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