1900 Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Tax Planning Consulting Services Tax planning consulting services fees are based on an hourly negotiable fee of $350 per hour billed in arrears after the engagement is completed.”

Flat or project fee

$1,500

“A typical plan fee is $1,500; however, the fee could exceed that depending on the complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 1900 Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Financial planning services fees are billed in arrears after the engagement is completed.”
• “However, where the client asks 1900 Wealth to engage other professionals on their behalf, these other professionals will bill 1900 Wealth and, in turn, 1900 Wealth bills the client for additional costs incurred.”
• “If the client has pre-paid advisory fees that 1900 Wealth has not yet earned, he/she will receive a prorated refund of those fees.”

How 1900 Wealth’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 14 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About 1900 Wealth

• Firm size: 22 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Clients

454

Employees

22

Works with

Individuals, high net worth individuals, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,071,004,999

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175346

Website

youtube.com/@1900WealthManagement (opens in new tab)

Phone

(210) 736-7770

Other planners in San Antonio that publish fees

• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600
• Chris Reddick Financial PlanningSan Antonio$250/hr, $3,000

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