Auri fees and pricing

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

According to its Form ADV Part 2A brochure dated March 23, 2026, Auri charges a monthly fee of $99 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $99/mo; “The current monthly membership fee is $99.99/month. ○ Because this fee is fixed, the effective percentage cost will vary depending on the size of the client’s account.”

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

“They are not billed separately, and no fees are deducted from client accounts for these services.”
“Auri reserves the right to modify the threshold or membership eligibility criteria at its discretion, with any changes communicated to clients in advance.”
“Negotiability of Fees Advisory fees (whether AUM-based or Membership-based) are set according to Auri’s standard fee schedule but may be negotiable at the firm’s discretion.”

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 3% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $159,706
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336818
Website: signature.myauri.com (opens in new tab)
Phone: (925) 212-1420

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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