GA Bishop and Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
55
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$0
About
GA Bishop and Associates provides fee-only, as-needed financial planning and investment advisory services to individuals and families, with no stated minimum account, income, or net worth requirement. The firm advises on retirement planning, cash flow and debt management, college funding, tax and estate considerations, asset allocation, and investment selection.
The firm delivers advice primarily through hourly and retainer engagements rather than charging a percentage of assets under management, and clients typically implement recommendations themselves using their custodian of choice. Investment guidance emphasizes fundamental, long-term buy-and-hold strategies and asset allocation, with recommendations focused on low-cost mutual funds and ETFs available at the client’s chosen custodian.
Distinctive features include the absence of percentage-of-AUM billing and a non-discretionary model—GA Bishop and Associates does not take custody of client assets or exercise investment discretion, and completed hourly engagements do not include ongoing reviews unless separately agreed. The firm is a member of Garrett Planning Network and NAPFA, participates in an opt-in marketing program and selective referral arrangements, and offers certain partner discounts and referral pathways that influence how prospective clients are sourced.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational workshops
Expertise
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
General tax planning
Fee options
Fixed annual fees for ongoing financial planning or special educational services; initial engagements quoted as a fee range based on expected hours, capped at upper end before contract signing.
Up to $240 per hour, minimum charge of $24 for six-minute increments.
Fee-only: Fee-only compensation for financial planning and advisory services, paid directly by client.
Main office location
GA Bishop and Associates, LLC
1101 S. Broadway, Suite 200
Carrollton TX 75006, United States
Number of offices
1
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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