Aci Wealth Advisors fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Aci Wealth Advisors charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Generally, Advisor has a base rate of $250 per hour for financial or investment planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aci Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may choose to receive a mailed invoice and remit fees to Advisor within 30 days.”
- “The Management Fee will be appropriately prorated to reflect any capital contributions which occur during a month.”
How Aci Wealth Advisors’ 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.
- 13 of the 56 other planners in Dallas that publish an hourly rate charge less.
About Aci Wealth Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Estate planning
- 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
- 1.5% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 30
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $41,665,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155494
- Phone
- (888) 407-4472
Can advise clients in 3 states: California, Florida, Texas
Other planners in Dallas that publish fees
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
- Ascentis Independent Advisors, LLCDallas$350/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.