PlannerFees

A Small Investment fees and pricing

Financial planner in Humble, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 8, 2026, A Small Investment charges $250 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250.”
Flat or project fee
$3,000
“Ongoing Financial Planning ASI collects an initial fee, no greater than $3,000 for individuals and families and no greater than $10,000 for business owners.”

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

How A Small Investment bills

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

  • “Fees are paid monthly in advance, ranging from $150 to $250 for individuals and families and ranging up to $833.33 for business owners.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How A Small Investment’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 $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.

About A Small Investment

“We offer financial planning, retirement consulting, and educational seminars/speaking engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
0.35% a year
Employees
1
Services reported to regulators
Financial planning, pension consulting, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332816
Website
tiktok.com/@asmallinvestment (opens in new tab)
Phone
(832) 303-3732

Other planners in Humble that publish fees

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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.