Ancap Financial fees and pricing
Financial planner in League City, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 17, 2026, Ancap Financial charges a flat or project fee of $5,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$30,000
“Fixed fee rates range from $5,000 to $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ancap Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due in advance upon engaging in these services.”
- “If the client is not completely satisfied with their initial AF Financial Planning Engagement, the Firm will refund the client’s Financial Planning fee and work with the client to resolve any issues.”
- “Any refund as part of AF’s satisfaction guarantee will only be for AF’s Financial Planning fees.”
How Ancap Financial’s fees compare
- Its flat or project fee of $5,000-$30,000 is above the Texas median of $3,850. 93% of the 401 other Texas planners that publish a flat or project fee charge less.
About Ancap Financial
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement 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
- 3% a year
- Clients
- 64
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $62,785,600
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328249
- Phone
- (346) 595-7701
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$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Is something on this page wrong or out of date?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.