Bearing Financial Advisors, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Bearing Financial Advisors, LLC charges $150-$900 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$900/hr
“All Assets 0.25% - 1.45% Financial Planning and Consulting Fee Schedule Plan Planning Fee Hourly Fee The Skiff Plan $900 $150 The Sloop Plan $1,500 $200 FEE BILLING & PAYMENT Asset management fees are expressed as an annual percentage of the portfolio and are paid quarterly or monthly, in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bearing Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for the prior quarter or month is usually billed and payable within ten (10) days after the end of the billing period.”
- “Client agrees to pay one-half of the total fee upon signing the Financial Planning and Consulting Agreement and the remaining fee upon delivery of the plan.”
- “Additional hourly fees will be invoiced on completion of the financial plan or completion of consulting services with a thirty (30) day written notice.”
How Bearing Financial Advisors, LLC’s fees compare
- Its hourly rate of $150-$900 spans the Texas median of $275. 94% of the 468 other Texas planners that publish an hourly rate charge less.
- 54 of the 57 other planners in Austin that publish an hourly rate charge less.
About Bearing Financial Advisors, LLC
“We provide various financial planning and consulting services geared to help clients understand their overall financial situation and help clarify their financial objectives.”
- Firm size: 4 employees.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College 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
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 133
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $89,408,649
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305257
- Phone
- (512) 241-1035
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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.