Bayrock Financial, L.L.C. fees and pricing
Financial planner in Friendswood, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Bayrock Financial, L.L.C. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“As part of investment management services On a fixed-fee basis On an hourly basis Through recurring subscription arrangements Hourly planning services are generally billed at: $250 per hour Specific fees and scope are defined in the client agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bayrock Financial, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Recurring planning fees, where applicable, may be billed monthly or quarterly depending on the engagement structure.”
- “Fees are generally billed quarterly in arrears.”
- “Fees are prorated through the termination date where applicable.”
How Bayrock Financial, L.L.C.’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
About Bayrock Financial, L.L.C.
“BayRock Financial, L.L.C. is a Texas-based registered investment adviser providing financial planning and investment management services to individuals, families, retirees, business owners, trusts, estates, retirement plans, and related entities.”
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 154
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $61,026,359
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305467
- Phone
- (832) 895-1700
Other planners in Friendswood that publish fees
- Worthen Financial AdvisorsFriendswood$3,000, $249/mo
- 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
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
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.