Austin Money Management Corporation fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 18, 2026, Austin Money Management Corporation charges $500 an hour and a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance at the sole discretion of the Advisor.”
- Flat or project fee
- $5,000-$10,000
“AMMC offers a fixed fee for ongoing comprehensive financial planning services that generally ranges from $5,000 to $10,000 but are negotiable and can exceed $10,000 based on the scope and complexity of an engagement as well as the amount of time and expertise required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Austin Money Management Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Where it is not practical to have the Advisor’s fee deducted directly from the client account, client will be sent an invoice for any outstanding advisory fees due.”
- “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
How Austin Money Management Corporation’s fees compare
- Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
- 46 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$10,000 is above the Texas median of $3,850. 74% of the 401 other Texas planners that publish a flat or project fee charge less.
- 34 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Austin Money Management Corporation
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
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
- 1% a year
- Clients
- 72
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $296,058,749
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 302038
- Phone
- (512) 607-5008
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Wealth Management, LLCAustin$2,500, $250/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.