Austerra Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly consulting is available for a fee in the range of $300.00 - $500.00 per hour.”

Flat or project fee

$10,500⁠-⁠$28,500

“Financial Plans typically range between $10,500 and $28,500.”

Monthly fee

$500⁠-⁠$2,000/mo

“In addition, a monthly Planning Fee ranging between $500 and $2,000, payable quarterly, is charged for the plan development, ongoing analysis, and implementation, with a minimum commitment of one year.”

Annual fee

$4,500/yr

“A Retainer in the amount of $4,500 is charged to cover the initial consultations, data gathering, and data input.”

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

How Austerra Wealth Management LLC bills

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

• “Fees are payable quarterly in advance and such fees may be deducted from client's account(s) quarterly within thirty (30) days following the end of the previous quarter for which said fees will be incurred.”
• “The advisory fees payable to the Firm are a percentage of assets under management.”
• “Fees are non-negotiable, except for employees, family, and strategic business relationships.”

How Austerra Wealth Management LLC’s fees compare

• Its hourly rate of $300-$500 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 44 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $10,500-$28,500 is above the Texas median of $3,850. 94% of the 401 other Texas planners that publish a flat or project fee charge less.
• 48 of the 51 other planners in Dallas that publish a flat or project fee charge less.
• Its annual fee of $4,500 is below the Texas median of $6,000. 36% of the 106 other Texas planners that publish an annual fee charge less.
• 3 of the 12 other planners in Dallas that publish an annual fee charge less.

About Austerra Wealth Management LLC

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.95% a year

Clients

14

Employees

3

Works with

High net worth individuals and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$230,269,794

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161964

Website

austerra.com (opens in new tab)

Phone

(214) 810-0250

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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