Assurance Wealth Management fees and pricing
Financial planner in The Woodlands, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2026, Assurance Wealth Management charges a flat or project fee of $1,500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$2,500
“AND CONSULTING AWM charges a fixed fee between $1,500 to $2,500 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Assurance Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Client must consent in advance to direct debiting of their investment account.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Assurance Wealth Management’s fees compare
- Its flat or project fee of $1,500-$2,500 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.
About Assurance Wealth Management
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 56
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $37,363,920
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299459
- Phone
- (281) 440-4200
Other planners in The Woodlands that publish fees
- Anchored WealthThe Woodlands$400/hr
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Cooksen Wealth, LLCThe Woodlands$2,500-$5,000
- Diamond Client Group, LLCThe Woodlands$2,500-$100,000, $250-$8,000/mo
- HFG Wealth Management, LLCThe Woodlands$400/hr
- Legacy Financial DesignsThe Woodlands$1,000-$10,000, $425-$2,000/mo
Is something on this page wrong or out of date?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.