Ataroke Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We may also offer this service at an hourly rate of $300, with a one hour minimum.”

Flat or project fee

$250⁠-⁠$20,000

“Fixed fee rates range between $250 and $20,000.”

Monthly fee

$100⁠-⁠$2,000/mo

“Fees are paid monthly in arrears at a rate of $100 - $2,000 per month.”

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

How Ataroke Wealth bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Ataroke Wealth’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Mckinney that publish an hourly rate charge less.
• Its flat or project fee of $250-$20,000 spans the Texas median of $3,850. 82% of the 401 other Texas planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About Ataroke Wealth

• Principal: Taylor Stewart
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• 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

0.5% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$8,790,333

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323731

Website

ataroke.com (opens in new tab)

Phone

(214) 444-9351

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500
• Financial ExcavationMckinney$300/hr, $500⁠-⁠$4,000

Compare all 20 planners in Mckinney