Artham Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at the rate of $350 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Financial Planning Service Fees Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 - $2,500 and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $500 - $5,000…”

Quarterly fee

$500⁠-⁠$5,000/qtr

From the same sentence as above.

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

How Artham Advisors bills

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

• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Any earned but unpaid fees will be billed for work already completed.”

How Artham Advisors’ fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 34 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Artham Advisors

• Principal: Sanjay Pamurthy
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

0.9% a year

Clients

26

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

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

$21,524,803

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318709

Website

arthamadvisors.com (opens in new tab)

Phone

(214) 471-5051

Can advise clients in 2 states: Louisiana, 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
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Ascentis Independent Advisors, LLCDallas$350/hr, $1,500⁠-⁠$10,000

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