Bartee Capital Management, LLC fees and pricing

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.

Hourly rate

$500/hr

“Fixed fees vary and do not exceed $3,000 per plan, and hourly rates also vary and do not exceed $500 per hour.”

Flat or project fee

$3,000

From the same sentence as above.

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

How Bartee Capital Management, LLC bills

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

• “Our duration time frames and fees charged are not negotiable.”
• “Fees are billed quarterly in arrears based on the market value of assets under management on the last business day of the previous calendar quarter multiplied by one-fourth of the corresponding annual percentage rate.”
• “New clients will be pro-rata billed to the next valuation date based on assets placed with us.”

How Bartee Capital Management, LLC’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.
• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.

About Bartee Capital Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

Clients

20

Employees

2

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,147,880

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284466

Phone

(936) 449-1870

Other planners in Montgomery that publish fees

• Freeman & Freeman Private Wealth Management LLCMontgomery$500⁠-⁠$1,000/hr
• The Jacobs Financial GroupMontgomery$700⁠-⁠$2,500
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 4 planners in Montgomery