Asset Lift Wealth Management, LLC fees and pricing
Financial planner in Cypress, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Asset Lift Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial plans are provided at an hourly rate not to exceed $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Asset Lift Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning services, when requested, are provided as a separate engagement and are billed at an hourly rate as described in the "Financial Planning Services" subsection below.”
- “Each individual account within the household is assessed fees at the household-level rate and debited for its pro-rata share of total household fees, based on its proportionate share of household assets under management.”
- “Accounts established in the middle of a month will be prorated for the remainder of the month.”
How Asset Lift Wealth Management, LLC’s 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.
- 1 of the 4 other planners in Cypress that publish an hourly rate charge less.
About Asset Lift Wealth Management, LLC
“We provide personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate 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
- 1.15% a year
- Clients
- 25
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $10,244,528
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142929
- Phone
- (281) 496-8000
Other planners in Cypress that publish fees
- Centric Advisors, LLCCypress$100-$500/hr, $250-$20,000
- Next Step Financial TransitionsCypress$500, $275/mo
- Redfish CapitalCypress$500/hr, $250-$5,000
- Toprac Financial LLCCypress$210/hr
- Wealth and PlanCypress$250/hr, $2,000-$5,000
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.