3T Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate is $250, and flat fees can range from $250 to $10,000 depending on the scope of the Client project.”

Flat or project fee

$250⁠-⁠$10,000

From the same sentence as above.

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

How 3T Advisors LLC bills

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

• “Item 5 – Fees & Compensation Financial Consulting & Planning - Services are billed hourly or as a flat fee.”
• “The Client will be invoiced directly for the hourly fees on a monthly basis in arrears.”
• “In the event that the Client terminates 3TA’s services before the end of a calendar quarter, Client shall be assessed a pro-rata fee based on the number of days the Client’s account was managed by 3TA.”

How 3T Advisors LLC’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.
• 2 of the 5 other planners in Waco that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Texas median of $3,850. 58% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 3 other planners in Waco that publish a flat or project fee charge less.

About 3T Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

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

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152246

Website

3tadvisors.com (opens in new tab)

Phone

(972) 591-3382

Other planners in Waco that publish fees

• Brilliant Financial Strategies LLCWaco$200⁠-⁠$500/hr, $300⁠-⁠$500/mo
• Disciplined Investors, L.L.C.Waco$150⁠-⁠$300/hr
• John Wessler & AssociatesWaco$250/hr, $25,000
• Noble Advisory Group LLCWaco$150/hr
• Open Range Financial Group, LLCWaco$10,000
• The Aspen Equity GroupWaco$275/hr

Compare all 11 planners in Waco