# Assetbuilder, Inc.

> Assetbuilder, Inc. is an SEC-registered investment advisory firm in Allen, TX, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 142665
- Filed as: ASSETBUILDER, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allen, TX
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142665
- AdvisorCensus page: https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665

## Quick answers

**How is Assetbuilder, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Assetbuilder, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Assetbuilder, Inc. charge?**
Its Form ADV Part 2A brochure dated April 22, 2026 states: Flat fee: $3,500 to $6,000 a year (financial planning and consulting services under a stand-alone engagement); Hourly rate: $350 an hour (hourly financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Assetbuilder, Inc. located?**
Assetbuilder, Inc.'s principal office is in Allen, TX, according to its Form ADV.

**Is Assetbuilder, Inc. registered with the SEC or a state?**
Assetbuilder, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142665.

**How much does Assetbuilder, Inc. manage?**
Assetbuilder, Inc. reports $812,663,572 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Assetbuilder, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Assetbuilder, Inc.: Regulatory assets under management: $739,139,800 in the October 2021 data and $812,663,572 in the October 2026 data, up 10%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Assetbuilder, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (467); high net worth individuals (247); charitable organizations (3).

**Does Assetbuilder, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142665

**What changed in Assetbuilder, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $723,566,253 to $812,663,572 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Flat fee: $3,500 to $6,000 a year (financial planning and consulting services under a stand-alone engagement)

> AssetBuilder charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable but range from $3,500 to $6,000 annualized on a fixed fee basis

- Hourly rate: $350 an hour (hourly financial planning)

> AssetBuilder also provides hourly financial planning at a rate of up to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $812,663,572
- Discretionary: $812,663,572
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 467 | $184,673,322 |
| High net worth individuals | 247 | $578,451,914 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $143,140 |
| Charitable organizations | 3 | $48,870,203 |
| Corporations or other businesses not listed above | 2 | $524,993 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, IL, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetbuilder.com
- Facebook @investwithassetbuilder
- Instagram @assetbuildertx
- LinkedIn @assetbuilder
- TikTok @keepitsimple_investing
- X @AssetBuilder
- YouTube @assetbuildertx

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $739,139,800 | 10 | July 28, 2021 |
| October 2022 | $822,649,209 | 9 | August 3, 2022 |
| October 2023 | $676,849,406 | 9 | June 29, 2023 |
| October 2024 | $686,998,579 | 10 | September 11, 2024 |
| October 2025 | $723,566,253 | 11 | March 25, 2025 |
| October 2026 | $812,663,572 | 12 | April 22, 2026 |

Regulatory assets under management: $739,139,800 in the October 2021 data and $812,663,572 in the October 2026 data, up 10%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $723,566,253 to $812,663,572 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assetbuilder, Inc. (CRD 142665): Form ADV filing data as of October 2026.