11 Financial fees and pricing
Financial planner in Lufkin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 24, 2026, 11 Financial charges $250 an hour and a flat or project fee of $50-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“11 Financial charges $250 per hour for financial planning services.”
- Flat or project fee
- $50-$5,000
“The fixed rate for creating client financial plans is between $50 and $5,000 depending on the services needed, and the scope and complexity of the client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 11 Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of 11 Financial's fees within five business days of signing the Investment Advisory Contract.”
- “Clients with assets custodied at Schwab will have fees deducted monthly in arrears, while clients using Betterment will have fees deducted quarterly in arrears based on the average daily assets in the account during the quarter.”
- “The hourly rate is negotiable and the fees are billed monthly in arrears based on the hours spent during the month.”
How 11 Financial’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $50-$5,000 spans the Texas median of $3,850. 31% of the 401 other Texas planners that publish a flat or project fee charge less.
About 11 Financial
- Firm size: 6 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 133
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $36,813,959
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174569
- Phone
- (936) 899-5629
Can advise clients in 6 states: Alabama, California, Florida, Louisiana, Texas, Virginia
Other planners in Texas that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
- 9I Capital Group LLCFort Worth$150/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.