Baucom Wealth Management LLC fees
Financial planner in Victoria, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Baucom Wealth Management LLC (Victoria, TX) charges a quarterly fee of up to $750 for financial planning.
- Website: baucomwealthmanagement.com (opens in new tab)
- Call (361) 579-2024
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change.
- Quarterly fee
- Up to $750/qtr
“Ongoing financial planning fees range up to $750 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 3 employees
- Registered since
- 2024 (2 years)
How Baucom Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial planning fees for ongoing engagements are invoiced quarterly in advance.”
- “Financial planning fees are paid via credit card, or ACH.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 20
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 18, 2026
- CRD number
- 332763 (opens in new tab)
- Phone
- (361) 579-2024
Other planners in Victoria that publish fees
- Keller Wealth AdvisorsVictoriaHourly $100-$350/hr, Monthly $50/mo
- Sather Financial Group, Inc.VictoriaHourly $350/hr
- Yendrey Wealth Management LLCVictoriaHourly $150/hr
More planners in Texas that publish fees
- Cove Wealth ManagementHoustonFlat $5,000-$10,000
- Escarpment Financial Group, LLCAustinHourly $250-$500/hr, Flat $3,600-$7,500
- Divergent Path Capital ManagementDallasFlat $2,500-$20,000
- Carvalho Investment Group, LLCAustinHourly $200/hr
- Exponential Advisors LLCWeatherfordFlat $500-$5,000, Monthly $300-$600/mo
- The Goff Financial GroupHoustonHourly $300-$450/hr
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.