Orgallic Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$481,830
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$96,366
About
Orgallic, LLC is an independent, solo-advisee registered investment adviser that serves individual clients, high-net-worth individuals, and trusts with discretionary portfolio management and a range of financial planning services. The firm provides both ongoing managed-account services and standalone planning engagements, and has introduced a subscription-based ongoing planning option called the First Mates Program in addition to fixed- and hourly-plan offerings.
Investment decisions are made under written investment policy statements tailored to each client and generally follow a long-term trading approach that emphasizes ETFs and a mix of cyclical, fundamental, modern-portfolio-theory and quantitative analysis. Orgallic may manage designated cash “Cash Sleeve” brokerage accounts as an ancillary service, documents risk tolerance and allocations for each client, and typically operates with discretionary trading authority for managed accounts.
What distinguishes Orgallic from many peers is its very small scale—managing a modest asset base for a handful of clients—while maintaining multi-tiered standalone planning services and a subscription planning product; the firm has also disclosed planned changes to account minimums and its advisory-fee framework. Operationally, the adviser requires use of a specified custodian relationship, discloses the potential for custodian-provided research/soft-dollar benefits, does not aggregate trades across client accounts, and occasionally offers limited pro bono services.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Financial plan creation fees between $4,500 and $18,000; First Mates Program flat fee $300 per month
$0 - $5,000,000: 0.90% $5,000,001+: 0%
Hourly fees between $250 and $800
First Mates Program $300 per month
Account minimum: $250,000 Minimum fee: Planned minimum annual advisory fee generally $4,500 per year effective July 1, 2026; currently no minimum annual advisory fee Fee-only: Ongoing Financial Planning Only fees: $4,500, $18,000, or $45,000 per year (tiered)
Main office location
Orgallic Wealth
7300 State Hwy 121, Ste 300
Mckinney TX 75070, United States
Number of offices
2
Most active in
Orgallic Wealth 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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