Force Acres, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,894,909
Clients
72
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$484,652
About
Force Acres offers investment management and financial planning services to individual clients, including project-based and ongoing comprehensive planning. The firm provides guidance on retirement, estate, tax, insurance, college savings, and business-planning topics alongside portfolio construction and implementation.
The firm follows a Modern Portfolio Theory framework and primarily uses passive strategies—index mutual funds and exchange-traded funds—to build diversified, asset-allocation focused portfolios intended for long-term, tax-aware investing. Accounts are reviewed on a regular (quarterly) basis and may be managed on either a discretionary or non-discretionary basis; the firm relies on custodial statements for transaction and performance reporting rather than producing separate written investment reports for advisory clients.
Force Acres is a relatively uncommon wrap fee program sponsor for an independent adviser, maintaining a wrap program described in its Form ADV appendix and participating in an institutional custody program that provides research and trading benefits. The firm’s principal holds CFP® and AIF® credentials, discloses a small volunteer board role, and clients retain responsibility for proxy voting rather than delegating that authority to the adviser.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business ownership considerations
Fee options
Project-Based Financial Planning: $2,000 to $10,000 fixed fee, negotiable; Ongoing Comprehensive Financial Planning upfront fee $2,000 to $10,000 plus quarterly fee of $250 to $1,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.40%
Account minimum: $5,000
Main office location
Force Acres, LLC
New Braunfels TX, United States
Number of offices
1
Most active in
Force Acres, LLC 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
Quick links
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