As Investment Partners LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 24, 2026, As Investment Partners LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “ASIP charges an hourly fee of $250 for financial planning services.”

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

“The annual performance fee is negotiable.”
“Performance-based fees are charged annually in arrears.”
“If an existing client makes a capital contribution or withdrawal, the threshold will be appropriately prorated.”

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.
1 of the 3 other planners in Leander that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 10
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,425,146
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329772
Website: x.com/abhay_sriv (opens in new tab)
Phone: (510) 717-9435

Is something on this page wrong or out of date?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.