Fee-OnlyFinder

Piccolo Investment Consulting, LLC

Hourly fees in Denton, TX

State registeredNo commissions reported

Call (940) 215-0101Send a messageMap ↗

Public-record details

Address
700 Londonderry Lane, Ste 400, Denton, TX 76205
Phone
(940) 215-0101
Listed under
Hourly fees, % of assets managed
CRD number
170272
Registration
State registered: LA, TX
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$110.0 million
Accounts managed
196
Clients reported (Form ADV 5.D)
195
Individual / high-net-worth clients
173 / 22
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-17

State registered (LA, TX) investment adviser, CRD 170272, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Denton

Boggs Wallace Wealth Partners LLC121 W Hickory St Suite 101 · Denton, TX 76201 · (214) 741-6721 · % of assets managedCRD 305698 · % of assets · $566,071 AUMState registeredNo commissions reportedCultivar Capital, INC.421 E. Hickory St., Ste. 103 · Denton, TX 76201 · (940) 600-4553 · Financial planningCRD 160145 · % of assets · $375.1 million AUMSEC registeredNo commissions reportedDfs Advisory1204 Bent Oaks CT., Ste. 120 · Denton, TX 76210 · (940) 297-1474 · Financial planningCRD 324992 · % of assets, Hourly charges, Fixed fees · $156.0 million AUMSEC registeredNo commissions reportedElm Asset Management INC.1121 Dallas Drive, Suite 1 · Denton, TX 76205 · (940) 382-0001 · % of assets managedCRD 114199 · % of assets · $5.9 million AUMState registeredNo commissions reportedGarnett Advisors, LLC1121 Dallas Drive, Suite 1 · Denton, TX 76205 · (940) 387-3881 · % of assets managedCRD 289930 · % of assets · $265.7 million AUMSEC registeredNo commissions reportedKipos Wealth1332 Teasley Ln, Suite 229 · Denton, TX 76205 · (214) 799-0229 · Financial planningCRD 323987 · % of assets · $107.5 million AUMState registeredNo commissions reportedRelevance Capital Management2556 Lillian Miller Parkway, Suite 105 · Denton, TX 76210 · (940) 387-7526 · Financial planningCRD 159983 · % of assets, Hourly charges, Fixed fees · $495.9 million AUMSEC registeredNo commissions reportedSimpli-Fi Alpha LLC513 W Oak St, Ste 105 · Denton, TX 76201 · (940) 373-0151 · % of assets managedCRD 331746 · % of assets, Performance-based fees · $4.4 million AUMState registeredNo commissions reported

All 9 in Denton →