E
Eagan Ventures LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Eagan Ventures provides financial planning services primarily to individual clients, offering comprehensive written financial plans, annual plan reviews, and separate hourly consultations on specific topics or securities. The firm states it does not provide ongoing discretionary asset management, does not recommend private placements, and clients implement plan recommendations themselves or through outside custodian relationships.
The firm begins client engagements with a free initial consultation to gather objectives, financial information, and agree on the scope of services, then prepares a tailored written plan within an established timeframe. Eagan Ventures does not take custody or trading discretion over client assets, does not direct brokerage, and does not accept performance‑based fees.
Compared with many firms in the investment-manager category, Eagan Ventures is notable for relying on fixed and hourly planning fees rather than percentage‑of‑assets‑under‑management billing and for not managing client assets or executing trades. It is a single‑principal, newly formed advisory firm whose principal brings prior corporate financial planning and performance experience, and the brochure discloses no disciplinary history or outside insurance sales activity.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
General estate planning guidance
Fee options
Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee
Separate Financial Planning Consultations: $150 hourly fee
Fee-only: Comprehensive Financial Plan: $1,500 fixed fee (negotiable based on complexity); Annual Financial Plan Review: $500 fixed fee; Separate Financial Planning Consultations: $150 hourly fee
Main office location
Eagan Ventures LLC
Austin TX, United States
Number of offices
1
Most active in
Eagan Ventures 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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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