Advising for Life, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 20, 2026, Advising for Life, LLC charges $250 an hour, a flat or project fee of $5,000, and a monthly fee of $100⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Hourly fees will be billed at a pre-disclosed rate not to exceed $250 per hour.”
Flat or project fee
$5,000
“Fixed fees are quoted in advance and capped at $5,000 for engagements with defined deliverables.”
Monthly fee
$100⁠-⁠$1,000/mo
“Ongoing advice-only engagements are customized to the situation but generally range from a minimum of $100 per month to a maximum of $1,000 per month.”

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

How Advising for Life, LLC bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly (“Billing Period”) in arrears of each calendar Billing Period, pursuant to the terms of the wealth management agreement.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”
  • “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Advising for Life, 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.
  • None of the 2 other planners in Irving that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.

About Advising for Life, LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2025.

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
Clients
19
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$4,728,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
336634
Website
advisingforlife.com (opens in new tab)
Phone
(214) 888-6735

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