AssetBuilder, Inc. fees
Financial planner in Allen, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 22, 2026, AssetBuilder, Inc. (Allen, TX) charges up to $350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change.
- Hourly rate
- Up to $350/hr
Can go up to $350; the Texas median is $250.
“AssetBuilder also provides hourly financial planning at a rate of up to $350 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 12 employees
- Registered since
- 2007 (19 years)
How AssetBuilder, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable but range from $3,500 to $6,000 annualized on a fixed fee basis depending upon the scope and complexity of the services and the professional rendering of the financial planning and/or the consulting services.”
- “AssetBuilder requires full payment of the fee (estimated hourly or fixed) payable upon execution of the advisory agreement.”
- “The advisory fee owed to AssetBuilder for any period of time less than a full calendar month shall be prorated based upon the proportion of time the incomplete period bears to the full-month period.”
About AssetBuilder, Inc.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 714
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $813 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 22, 2026
- CRD number
- 142665 (opens in new tab)
- Phone
- (972) 535-4040
Registered or notice filed in 27 states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington
Other planners in Allen that publish fees
- Cadence Financial Advisors, LLCAllenFlat $1,500-$5,000, Monthly $150-$500/mo
- High Flight Financial LLCAllenHourly $200-$400/hr
- Maguire Stewardship PartnersAllenFlat $2,000-$5,000, Monthly $100-$500/mo
- Money Calculus LLCAllenHourly $300/hr
- Think Different Wealth Advisors LLCAllenHourly $250-$500/hr, Flat $500-$10,000
- Velaga AdvisorsAllenHourly $300/hr, Flat $3,000-$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.