Bannerman Wealth fees and pricing

Firm size: 6 employees.
Registered as an adviser: 2019 (7 years).

Financial planner in Lewisville, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 3, 2026, Bannerman Wealth charges a quarterly fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $2,500/qtr; “For so long as a client’s assets under Adviser’s management equal or exceed $750,000, the client shall be charged the greater of the Asset-Based Fee or $2,500 per quarter (the “Minimum Quarterly Fee”).”

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

“The Monthly Flat Fee is charged monthly in advance via third-party payment processor.”
“The Minimum Quarterly Fee is automatically deducted from a client’s account(s) and payable quarterly in advance.”
“The Asset-Based Fee is automatically deducted from a client’s account(s) and payable quarterly in advance based on the value of the client’s account(s) as of the last day of the prior calendar quarter, subject to the Minimum Quarterly Fee set forth above.”

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% a year
Clients: 163
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $176,582,760
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 284677
Website: linkedin.com/company/bannerman-wealth-management-group-llc/about (opens in new tab)
Phone: (214) 919-4448

Is something on this page wrong or out of date?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