Alongside, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 14, 2026, Alongside, LLC charges a flat or project fee of $5,000 and a monthly fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Limited engagements will be billed a maximum fixed fee of $5,000 as mutually agreed upon by the client and the firm.”
- Monthly fee
- $2,500-$10,000/mo
“For standard services, fees range from $2,500 to $10,000 per month, with a $2,500 onboarding fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alongside, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The type of planning to be done and the amount of the fee will be set forth in the agreement, and the fee is paid monthly in advance.”
- “The type of planning to be done and the amount of the fee will be set forth in the agreement, and the fee is paid monthly in advance.”
- “Advanced planning is offered as a limited 6- to 12-month engagement and will be billed a fixed fee not to exceed $75,000 as mutually agreed upon by the client and the firm.”
How Alongside, LLC’s fees compare
- 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.
- 20 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Alongside, LLC
“Alongside, LLC offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.65% a year
- Clients
- 2,103
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $878,611,865
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333587
- Phone
- (512) 241-7341
Can advise clients in 8 states: Arizona, California, Colorado, Florida, Illinois, Texas, Washington, Wisconsin
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
- Austin Wealth Management, LLCAustin$2,500, $250/mo
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.