B365invest fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, B365invest charges a flat or project fee of $350 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $350; “We charge a fixed fee of $350, paid in advance, for Project-Based Financial Planning.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its flat or project fee of $350 is below the Texas median of $3,850. 1% of the 401 other Texas planners that publish a flat or project fee charge less.
1 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

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: 1.25% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337742
Website: b365invest.com (opens in new tab)
Phone: (469) 833-1220

Is something on this page wrong or out of date?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