Applewhite & Buys Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Under certain circumstances an hourly fee of $250 (referred in a following paragraph) may be charged for additional unplanned work, and this will be discussed with the client prior to our firm engaging in that 5 The term “assets under management” and rounding to the nearest $100,000 are as defined by the SEC’s…”

Flat or project fee

$6,000

“Method of Compensation and Fee Schedule Financial Planning (Initial Financial Plan) A fixed fee of $6,000 will be assessed for the Initial Financial Plan.”

Monthly fee

$600/mo

“The annual fee is paid in advance at a monthly rate of $600/month.”

Annual fee

$7,200/yr

“Financial Plan Monitoring Service for Other Individuals Financial plan monitoring services and related fees will vary depending on the complexity of the engagement; however, the fee is generally $7,200 per year.”

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

How Applewhite & Buys Financial Advisors bills

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

• “Fees will be billed in equal monthly installments.”
• “The remaining balance is due and payable at the initial meeting with our firm, typically within three months after execution of the agreement.”
• “For nine months following the initial meeting a fee of $600 per month will be assessed, that is paid in advance and will cover the 12-month service period as noted in Item 4.”

How Applewhite & Buys Financial 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.
• Its flat or project fee of $6,000 is above the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
• 30 of the 51 other planners in Dallas that publish a flat or project fee charge less.
• Its annual fee of $7,200 is above the Texas median of $6,000. 55% of the 106 other Texas planners that publish an annual fee charge less.
• 7 of the 12 other planners in Dallas that publish an annual fee charge less.

About Applewhite & Buys Financial Advisors

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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% a year

Clients

185

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$153,132,711

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169799

Website

applewhitefp.com (opens in new tab)

Phone

(214) 710-2498

Can advise clients in 13 states: Arkansas, Arizona, Colorado, Florida, Louisiana, Minnesota, Mississippi, North Carolina, New Hampshire, New Mexico, Oklahoma, South Carolina, Texas

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500
• Ascentis Independent Advisors, LLCDallas$350/hr, $1,500⁠-⁠$10,000

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