9I Capital Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The fixed rate is based on an hourly rate of $150/hour which includes but is not limited to, 4 hours of Zoom or in-person office meetings with 6 hours of data gathering and case management, for the base price of $1,500.”

Flat or project fee

$1,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”

Monthly fee

$50/mo

“The fee for subscription services is $500/year, $125/quarter, or $50/month.”

Quarterly fee

$125/qtr

From the same sentence as above.

Annual fee

$500⁠-⁠$2,000/yr

“The flat rate for ongoing financial planning services is $500- $2,000 per year based on the hourly fees below.”

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

How 9I Capital Group LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of 9ICAPLLC's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How 9I Capital Group LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
• Its annual fee of $500-$2,000 is below the Texas median of $6,000. 16% of the 106 other Texas planners that publish an annual fee charge less.
• None of the 4 other planners in Fort Worth that publish an annual fee charge less.

About 9I Capital Group LLC

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

88

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$51,748,018

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323057

Website

9icapitalgroup.com (opens in new tab)

Phone

(817) 658-9625

Other planners in Fort Worth that publish fees

• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000
• Jos PlanningFort Worth$250⁠-⁠$12,500, $300⁠-⁠$784/mo

Compare all 34 planners in Fort Worth